Cornerstone Planning Group
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Cornerstone Planning Group’s Brookfield Renewable BEPC Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-11
Closed -$360 – 332
2026
Q2 		$360 Hold
11
– – ﹤0.01% 1762
2026
Q1 		$404 Hold
11
– – ﹤0.01% 1697
2025
Q4 		$447 Hold
11
– – ﹤0.01% 1527
2025
Q3 		$464 Hold
11
– – ﹤0.01% 1496
2025
Q2 		$378 Hold
11
– – ﹤0.01% 1376
2025
Q1 		$302 Buy
+11
New +$302 ﹤0.01% 1410

Other funds holding BEPC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Cornerstone Planning Group's BEPC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Brookfield Renewable (BEPC) in Q3 2026, closing a stake of 11 shares — an estimated $360 sold.

Cornerstone Planning Group first reported a position in BEPC in Q1 2025 and held it in 6 quarters. The position peaked at $464 in Q3 2025. 55 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Brookfield Renewable position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 Brookfield Renewable shares in Q3 2026, an estimated $360.
  • Cornerstone Planning Group first reported a position in Brookfield Renewable in Q1 2025 and held it in 6 quarters.
  • Cornerstone Planning Group's Brookfield Renewable position peaked at $464 in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.