IAAG
BEPC icon

Innovative Asset Advisors Group’s Brookfield Renewable BEPC Stock Holding History

Innovative Asset Advisors Group’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
-103
Closed -$4.14K – 352
2026
Q1 		$4.14K Buy
+103
New +$4.2K ﹤0.01% 803

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

Innovative Asset Advisors Group's BEPC Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 103 shares — an estimated $4.14K sold.

Innovative Asset Advisors Group first reported a position in BEPC in Q1 2026 and held it in 1 quarter. The position peaked at $4.14K in Q1 2026. 402 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 103 Brookfield Renewable shares in Q2 2026, an estimated $4.14K.
  • Innovative Asset Advisors Group first reported a position in Brookfield Renewable in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Brookfield Renewable position peaked at $4.14K in Q1 2026.
  • 402 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.