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Medallion Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Medallion Wealth 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
Q1 		$8.96K Hold
225
– – ﹤0.01% 777
2025
Q4 		$8.63K Hold
225
– – ﹤0.01% 773
2025
Q3 		$7.75K Hold
225
– – ﹤0.01% 792
2025
Q2 		$7.4K Hold
225
– – ﹤0.01% 777
2025
Q1 		$6.43K Hold
225
– – ﹤0.01% 753
2024
Q4 		$6.22K Buy
+225
New +$6.92K ﹤0.01% 726

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Medallion Wealth Advisors's BEPC Position: Q1 2026 in Review

Medallion Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q1 2026 at 225 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Medallion Wealth Advisors first reported a position in BEPC in Q4 2024 and has held it in 6 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Medallion Wealth Advisors held 225 shares of Brookfield Renewable worth $8.96K as of Q1 2026.
  • Medallion Wealth Advisors left its Brookfield Renewable share count unchanged in Q1 2026.
  • Brookfield Renewable made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #777 holding.
  • Medallion Wealth Advisors first reported a position in Brookfield Renewable in Q4 2024 and has held it in 6 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.