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GoalVest Advisory’s Brookfield Renewable BEPC Stock Holding History

GoalVest Advisory’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 		– Sell
-1,200
Closed -$47.8K – 507
2026
Q1 		$47.8K Hold
1,200
– – 0.01% 230
2025
Q4 		$46K Hold
1,200
– – 0.01% 252
2025
Q3 		$41.3K Hold
1,200
– – 0.01% 233
2025
Q2 		$39.3K Hold
1,200
– – 0.01% 225
2025
Q1 		$33.5K Sell
1,200
-1,000
-45% -$27.4K 0.01% 208
2024
Q4 		$60.9K Hold
2,200
– – 0.02% 177
2024
Q3 		$71.9K Hold
2,200
– – 0.02% 161
2024
Q2 		$62.4K Hold
2,200
– – 0.02% 160
2024
Q1 		$54.1K Buy
+2,200
New +$57.7K 0.02% 190

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

GoalVest Advisory's BEPC Position: Q2 2026 in Review

GoalVest Advisory sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 1,200 shares — an estimated $47.8K sold.

GoalVest Advisory first reported a position in BEPC in Q1 2024 and held it in 9 quarters. The position peaked at $71.9K in Q3 2024. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • GoalVest Advisory reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 1,200 Brookfield Renewable shares in Q2 2026, an estimated $47.8K.
  • GoalVest Advisory first reported a position in Brookfield Renewable in Q1 2024 and held it in 9 quarters.
  • GoalVest Advisory's Brookfield Renewable position peaked at $71.9K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.