Heritage Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Heritage Wealth 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	$111	Hold	3	–	–	﹤0.01%	672
2026 Q1	$119	Hold	3	–	–	﹤0.01%	665
2025 Q4	$115	Hold	3	–	–	﹤0.01%	577
2025 Q3	$103	Hold	3	–	–	﹤0.01%	569
2025 Q2	$98	Hold	3	–	–	﹤0.01%	558
2025 Q1	$84	Hold	3	–	–	﹤0.01%	562
2024 Q4	$83	Hold	3	–	–	﹤0.01%	617
2024 Q3	$98	Hold	3	–	–	﹤0.01%	611
2024 Q2	$85	Sell	3 -19,936	-100%	-$557K	﹤0.01%	509
2024 Q1	$490K	Hold	19,939	–	–	0.02%	143
2023 Q4	$574K	Buy	19,939 +19,618	+6,112%	+$500K	0.03%	135
2023 Q3	$7.68K	Hold	321	–	–	﹤0.01%	421
2023 Q2	$10.1K	Hold	321	–	–	﹤0.01%	435
2023 Q1	$11.2K	Sell	321 -318	-50%	-$9.63K	﹤0.01%	438
2022 Q4	$17.6K	Hold	639	–	–	﹤0.01%	421
2022 Q3	$20.9K	Hold	639	–	–	﹤0.01%	380
2022 Q2	$23K	Hold	639	–	–	﹤0.01%	407
2022 Q1	$28K	Hold	639	–	–	﹤0.01%	365
2021 Q4	$24K	Hold	639	–	–	﹤0.01%	393
2021 Q3	$24.8K	Hold	639	–	–	﹤0.01%	387
2021 Q2	$26.8K	Hold	639	–	–	﹤0.01%	391
2021 Q1	$29.9K	Hold	639	–	–	﹤0.01%	383
2020 Q4	$37K	Hold	639	–	–	﹤0.01%	354
2020 Q3	$25K	Buy	+639	New	+$21.4K	﹤0.01%	332

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Heritage Wealth Advisors's BEPC Position: Q2 2026 in Review

Heritage Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 3 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Heritage Wealth Advisors first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $574K in Q4 2023. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Heritage Wealth Advisors held 3 shares of Brookfield Renewable worth $111 as of Q2 2026.
Heritage Wealth Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #672 holding.
Heritage Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
Heritage Wealth Advisors's Brookfield Renewable position peaked at $574K in Q4 2023.
425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.