Larson Financial Group’s Brookfield Renewable BEPC Stock Holding History

Larson Financial 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	$118K	Buy	3,169 +28	+0.9%	+$1.08K	﹤0.01%	1096
2026 Q1	$125K	Sell	3,141 -25	-0.8%	-$1.02K	﹤0.01%	898
2025 Q4	$121K	Buy	3,166 +2,868	+962%	+$115K	﹤0.01%	863
2025 Q3	$10.3K	Sell	298 -416	-58%	-$14.3K	﹤0.01%	2000
2025 Q2	$23.4K	Buy	+714	New	+$20.8K	﹤0.01%	1411
2024 Q1	–	Sell	-99	Closed	-$2.85K	–	1799
2023 Q4	$2.85K	Hold	99	–	–	﹤0.01%	1304
2023 Q3	$2.37K	Buy	+99	New	+$2.87K	﹤0.01%	1330

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

Larson Financial Group's BEPC Position: Q2 2026 in Review

Larson Financial Group increased its Brookfield Renewable (BEPC) stake by 0.89% in Q2 2026, buying an estimated $1.08K and bringing the position to 3,169 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Larson Financial Group first reported a position in BEPC in Q3 2023 and has held it in 7 quarters since. The position peaked at $125K in Q1 2026. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Larson Financial Group held 3,169 shares of Brookfield Renewable worth $118K as of Q2 2026.
Larson Financial Group bought 28 Brookfield Renewable shares in Q2 2026, an estimated $1.08K.
Brookfield Renewable made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1096 holding.
Larson Financial Group first reported a position in Brookfield Renewable in Q3 2023 and has held it in 7 quarters since.
Larson Financial Group's Brookfield Renewable position peaked at $125K in Q1 2026.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.