Comprehensive Money Management Services’s Brookfield Renewable BEPC Stock Holding History

Comprehensive Money Management Services’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	$997K	Buy	26,855 +1,180	+5%	+$45.7K	0.63%	55
2026 Q1	$1.02M	Buy	25,675 +320	+1%	+$13K	0.67%	52
2025 Q4	$972K	Buy	25,355 +1,715	+7%	+$69K	0.67%	49
2025 Q3	$814K	Buy	23,640 +3,488	+17%	+$120K	0.58%	57
2025 Q2	$661K	Buy	20,152 +6,057	+43%	+$177K	0.5%	70
2025 Q1	$394K	Buy	14,095 +445	+3%	+$12.2K	0.32%	106
2024 Q4	$378K	Buy	+13,650	New	+$420K	0.31%	108

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

Comprehensive Money Management Services's BEPC Position: Q2 2026 in Review

Comprehensive Money Management Services increased its Brookfield Renewable (BEPC) stake by 4.6% in Q2 2026, buying an estimated $45.7K and bringing the position to 26,855 shares worth $997K. The position accounts for 0.63% of the portfolio, ranked #55.

Comprehensive Money Management Services first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Comprehensive Money Management Services held 26,855 shares of Brookfield Renewable worth $997K as of Q2 2026.
Comprehensive Money Management Services bought 1,180 Brookfield Renewable shares in Q2 2026, an estimated $45.7K.
Brookfield Renewable made up 0.63% of Comprehensive Money Management Services's portfolio in Q2 2026, its #55 holding.
Comprehensive Money Management Services first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Brookfield Renewable position peaked at $1.02M in Q1 2026.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.