Mather Group’s Brookfield Renewable BEPC Stock Holding History

Mather 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 Q3	$16.5K	Buy	585 +213	+57%	+$6.97K	﹤0.01%	1497
2026 Q2	$13.8K	Buy	372 +65	+21%	+$2.52K	﹤0.01%	1420
2026 Q1	$12.2K	Buy	+307	New	+$12.5K	﹤0.01%	1396
2025 Q4	–	Sell	-233	Closed	-$8.02K	–	754
2025 Q3	$8.02K	Buy	+233	New	+$7.99K	﹤0.01%	1307
2025 Q2	–	Sell	-213	Closed	-$5.95K	–	722
2025 Q1	$5.95K	Hold	213	–	–	﹤0.01%	1370
2024 Q4	$5.89K	Hold	213	–	–	﹤0.01%	1353
2024 Q3	$6.96K	Buy	213 +5	+2%	+$145	﹤0.01%	1242
2024 Q2	$5.11K	Sell	208 -9	-4%	-$252	﹤0.01%	1615
2024 Q1	$6.25K	Buy	+217	New	+$5.69K	﹤0.01%	1310

Other funds holding BEPC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return

Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return

Mather Group's BEPC Position: Q3 2026 in Review

Mather Group increased its Brookfield Renewable (BEPC) stake by 57% in Q3 2026, buying an estimated $6.97K and bringing the position to 585 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Mather Group first reported a position in BEPC in Q1 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Mather Group held 585 shares of Brookfield Renewable worth $16.5K as of Q3 2026.
Mather Group bought 213 Brookfield Renewable shares in Q3 2026, an estimated $6.97K.
Brookfield Renewable made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1497 holding.
Mather Group first reported a position in Brookfield Renewable in Q1 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.