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 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Larson Financial Group's BEPC Position: Q1 2026 in Review

Larson Financial Group reduced its Brookfield Renewable (BEPC) stake by 0.79% in Q1 2026, selling an estimated $1.02K and leaving 3,141 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Larson Financial Group first reported a position in BEPC in Q3 2023 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

Larson Financial Group held 3,141 shares of Brookfield Renewable worth $125K as of Q1 2026.
Larson Financial Group sold 25 Brookfield Renewable shares in Q1 2026, an estimated $1.02K.
Brookfield Renewable made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #898 holding.
Larson Financial Group first reported a position in Brookfield Renewable in Q3 2023 and has held it in 6 quarters since.
416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.