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Fortune Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

Fortune Financial Advisors’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 		$586K Hold
15,780
– – 0.25% 90
2026
Q1 		$629K Buy
+15,780
New +$643K 0.32% 73

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

Fortune Financial Advisors's BEPC Position: Q2 2026 in Review

Fortune Financial Advisors held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 15,780 shares worth $586K. The position accounts for 0.25% of the portfolio, ranked #90.

Fortune Financial Advisors first reported a position in BEPC in Q1 2026 and has held it in 2 quarters since. The position peaked at $629K in Q1 2026. 144 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Fortune Financial Advisors held 15,780 shares of Brookfield Renewable worth $586K as of Q2 2026.
  • Fortune Financial Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
  • Brookfield Renewable made up 0.25% of Fortune Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • Fortune Financial Advisors first reported a position in Brookfield Renewable in Q1 2026 and has held it in 2 quarters since.
  • Fortune Financial Advisors's Brookfield Renewable position peaked at $629K in Q1 2026.
  • 144 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Fortune Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.