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 Q3	$390K	Sell	13,815 -65	-0.5%	-$2.13K	0.01%	204
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

OGC

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

Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return

MSV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Douglas Lane & Associates's BEPC Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Brookfield Renewable (BEPC) stake by 0.47% in Q3 2026, selling an estimated $2.13K and leaving 13,815 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #204.

Douglas Lane & Associates first reported a position in BEPC in Q1 2025 and has held it in 7 quarters since. The position peaked at $550K in Q1 2026. 32 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Douglas Lane & Associates held 13,815 shares of Brookfield Renewable worth $390K as of Q3 2026.
Douglas Lane & Associates sold 65 Brookfield Renewable shares in Q3 2026, an estimated $2.13K.
Brookfield Renewable made up 0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #204 holding.
Douglas Lane & Associates first reported a position in Brookfield Renewable in Q1 2025 and has held it in 7 quarters since.
Douglas Lane & Associates's Brookfield Renewable position peaked at $550K in Q1 2026.
32 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.