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Diversify Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Diversify Wealth Management’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
+3,072
+8% +$119K 0.02% 531
2026
Q1 		$1.37M Buy
+38,913
New +$1.59M 0.02% 490

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Diversify Wealth Management's BEPC Position: Q2 2026 in Review

Diversify Wealth Management increased its Brookfield Renewable (BEPC) stake by 7.9% in Q2 2026, buying an estimated $119K and bringing the position to 41,985 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #531.

Diversify Wealth Management first reported a position in BEPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.37M in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Diversify Wealth Management held 41,985 shares of Brookfield Renewable worth $1.37M as of Q2 2026.
  • Diversify Wealth Management bought 3,072 Brookfield Renewable shares in Q2 2026, an estimated $119K.
  • Brookfield Renewable made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Diversify Wealth Management first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Brookfield Renewable position peaked at $1.37M in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.