Center for Financial Planning’s Brookfield Renewable BEPC Stock Holding History

Center for Financial Planning’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	$817	Hold	22	–	–	﹤0.01%	619
2026 Q1	$877	Hold	22	–	–	﹤0.01%	607
2025 Q4	$844	Hold	22	–	–	﹤0.01%	643
2025 Q3	$758	Hold	22	–	–	﹤0.01%	623
2025 Q2	$722	Hold	22	–	–	﹤0.01%	606
2025 Q1	$615	Hold	22	–	–	﹤0.01%	660
2024 Q4	$609	Hold	22	–	–	﹤0.01%	626
2024 Q3	$719	Hold	22	–	–	﹤0.01%	532
2024 Q2	$625	Buy	22 +3	+16%	+$84	﹤0.01%	544
2024 Q1	$467	Hold	19	–	–	﹤0.01%	581
2023 Q4	$548	Buy	+19	New	+$484	﹤0.01%	502

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Center for Financial Planning's BEPC Position: Q2 2026 in Review

Center for Financial Planning held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 22 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Center for Financial Planning first reported a position in BEPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $877 in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Center for Financial Planning held 22 shares of Brookfield Renewable worth $817 as of Q2 2026.
Center for Financial Planning left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #619 holding.
Center for Financial Planning first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
Center for Financial Planning's Brookfield Renewable position peaked at $877 in Q1 2026.
429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.