IFP Advisors
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IFP Advisors’s Brookfield Renewable BEPC Stock Holding History

IFP 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
Q3 		$139K Buy
4,938
+1,601
+48% +$52.4K ﹤0.01% 1751
2026
Q2 		$124K Sell
3,337
-176
-5% -$6.82K ﹤0.01% 1829
2026
Q1 		$140K Buy
3,513
+1,415
+67% +$57.6K ﹤0.01% 1608
2025
Q4 		$80.4K Sell
2,098
-430
-17% -$17.3K ﹤0.01% 1936
2025
Q3 		$87K Buy
2,528
+1
+0% +$34 ﹤0.01% 1772
2025
Q2 		$82.9K Buy
2,527
+20
+0.8% +$584 ﹤0.01% 1755
2025
Q1 		$70K Sell
2,507
-2,204
-47% -$60.4K ﹤0.01% 1722
2024
Q4 		$130K Buy
4,711
+2,352
+100% +$72.3K ﹤0.01% 1339
2024
Q3 		$77K Sell
2,359
-9
-0.4% -$261 ﹤0.01% 1527
2024
Q2 		$67.2K Buy
2,368
+356
+18% +$10K ﹤0.01% 1542
2024
Q1 		$49.4K Buy
2,012
+1,775
+749% +$46.5K ﹤0.01% 1599
2023
Q4 		$6.82K Buy
237
+224
+1,723% +$5.71K ﹤0.01% 2315
2023
Q3 		$311 Sell
13
-61
-82% -$1.77K ﹤0.01% 3150
2023
Q2 		$2.33K Buy
74
+61
+469% +$2.06K ﹤0.01% 2825
2023
Q1 		$557 Sell
13
-468
-97% -$14.2K ﹤0.01% 3173
2022
Q4 		$21K Sell
481
-243
-34% -$7.5K ﹤0.01% 2839
2022
Q3 		$40K Hold
724
– – ﹤0.01% 2536
2022
Q2 		$40K Hold
724
– – ﹤0.01% 2309
2022
Q1 		$40K Buy
+724
New +$26.7K ﹤0.01% 2307
2021
Q4 		– Sell
-100
Closed -$4K – 3388
2021
Q3 		$4K Hold
100
– – ﹤0.01% 2617
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2531
2021
Q1 		$5K Sell
100
-175
-64% -$8.93K ﹤0.01% 2395
2020
Q4 		$16K Buy
275
+200
+267% +$9.6K ﹤0.01% 1860
2020
Q3 		$3K Buy
+75
New +$2.52K ﹤0.01% 2336

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

IFP Advisors's BEPC Position: Q3 2026 in Review

IFP Advisors increased its Brookfield Renewable (BEPC) stake by 48% in Q3 2026, buying an estimated $52.4K and bringing the position to 4,938 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

IFP Advisors first reported a position in BEPC in Q3 2020 and has held it in 24 quarters since. The position peaked at $140K in Q1 2026. 121 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • IFP Advisors held 4,938 shares of Brookfield Renewable worth $139K as of Q3 2026.
  • IFP Advisors bought 1,601 Brookfield Renewable shares in Q3 2026, an estimated $52.4K.
  • Brookfield Renewable made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1751 holding.
  • IFP Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 24 quarters since.
  • IFP Advisors's Brookfield Renewable position peaked at $140K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.