Douglas Lane & Associates’s Brookfield Renewable BEPC Stock Holding History

Douglas Lane & Associates’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	$515K	Buy	13,880 +65	+0.5%	+$2.52K	0.01%	189
2026 Q1	$550K	Hold	13,815	–	–	0.01%	175
2025 Q4	$530K	Hold	13,815	–	–	0.01%	178
2025 Q3	$476K	Hold	13,815	–	–	0.01%	181
2025 Q2	$453K	Hold	13,815	–	–	0.01%	183
2025 Q1	$386K	Buy	+13,815	New	+$379K	0.01%	197

Other funds holding BEPC

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Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return