Cedar Mountain Advisors’s Brookfield Renewable BEPC Stock Holding History

Cedar Mountain Advisors’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.86K	Hold	104	–	–	﹤0.01%	758
2026 Q1	$4.14K	Buy	104 +101	+3,367%	+$4.11K	﹤0.01%	710
2025 Q4	$115	Hold	3	–	–	﹤0.01%	703
2025 Q3	$103	Buy	+3	New	+$103	﹤0.01%	664
2022 Q3	–	Sell	-2	Closed	–	–	299
2022 Q2	$0	Hold	2	–	–	﹤0.01%	302
2022 Q1	$0	Hold	2	–	–	﹤0.01%	310
2021 Q4	$0	Hold	2	–	–	﹤0.01%	307
2021 Q3	$0	Hold	2	–	–	﹤0.01%	296
2021 Q2	$0	Hold	2	–	–	﹤0.01%	271
2021 Q1	$0	Buy	2 +1	+100%	+$51	﹤0.01%	272
2020 Q4	$0	Sell	1 -1	-50%	-$48	﹤0.01%	265
2020 Q3	$0	Buy	+2	New	+$67	﹤0.01%	250

Other funds holding BEPC

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return