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 Q2	$8.35K	Hold	225	–	–	﹤0.01%	781
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

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

Medallion Wealth Advisors's BEPC Position: Q2 2026 in Review

Medallion Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 225 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Medallion Wealth Advisors first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.96K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Medallion Wealth Advisors held 225 shares of Brookfield Renewable worth $8.35K as of Q2 2026.
Medallion Wealth Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #781 holding.
Medallion Wealth Advisors first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Brookfield Renewable position peaked at $8.96K in Q1 2026.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.