Diversify Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Diversify Advisory 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	$1.37M	Buy	41,985 +6,016	+17%	+$233K	0.02%	531
2026 Q1	$1.27M	Sell	35,969 -218	-0.6%	-$8.88K	0.19%	54
2025 Q4	$1.43M	Buy	36,187 +310	+0.9%	+$12.5K	0.05%	288
2025 Q3	$1.58M	Buy	35,877 +1,484	+4%	+$50.9K	0.05%	262
2025 Q2	$1.15M	Buy	34,393 +27,360	+389%	+$799K	0.04%	300
2025 Q1	$203K	Sell	7,033 -685	-9%	-$18.8K	0.01%	613
2024 Q4	$208K	Buy	+7,718	New	+$237K	0.01%	584

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

Diversify Advisory Services's BEPC Position: Q2 2026 in Review

Diversify Advisory Services increased its Brookfield Renewable (BEPC) stake by 17% in Q2 2026, buying an estimated $233K and bringing the position to 41,985 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #531.

Diversify Advisory Services first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q3 2025. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Diversify Advisory Services held 41,985 shares of Brookfield Renewable worth $1.37M as of Q2 2026.
Diversify Advisory Services bought 6,016 Brookfield Renewable shares in Q2 2026, an estimated $233K.
Brookfield Renewable made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #531 holding.
Diversify Advisory Services first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Brookfield Renewable position peaked at $1.58M in Q3 2025.
425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.