Miller Financial Services’s Brookfield Renewable BEPC Stock Holding History

Miller Financial Services’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	$208K	Sell	5,595 -2,280	-29%	-$88.3K	0.17%	124
2026 Q1	$314K	Sell	7,875 -550	-7%	-$22.4K	0.34%	81
2025 Q4	$323K	Sell	8,425 -455	-5%	-$18.3K	0.38%	75
2025 Q3	$306K	Sell	8,880 -1,705	-16%	-$58.5K	0.35%	80
2025 Q2	$347K	Sell	10,585 -2,100	-17%	-$61.3K	0.44%	70
2025 Q1	$354K	Sell	12,685 -1,415	-10%	-$38.8K	0.51%	63
2024 Q4	$390K	Buy	+14,100	New	+$434K	0.33%	88

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

Miller Financial Services's BEPC Position: Q2 2026 in Review

Miller Financial Services reduced its Brookfield Renewable (BEPC) stake by 29% in Q2 2026, selling an estimated $88.3K and leaving 5,595 shares worth $208K. The position accounts for 0.17% of the portfolio, ranked #124.

Miller Financial Services first reported a position in BEPC in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q4 2024. 427 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Miller Financial Services held 5,595 shares of Brookfield Renewable worth $208K as of Q2 2026.
Miller Financial Services sold 2,280 Brookfield Renewable shares in Q2 2026, an estimated $88.3K.
Brookfield Renewable made up 0.17% of Miller Financial Services's portfolio in Q2 2026, its #124 holding.
Miller Financial Services first reported a position in Brookfield Renewable in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's Brookfield Renewable position peaked at $390K in Q4 2024.
427 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.