Miller Financial Services
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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
Q3 		– Sell
-5,595
Closed -$208K – 156
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

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

Miller Financial Services's BEPC Position: Q3 2026 in Review

Miller Financial Services sold out of Brookfield Renewable (BEPC) in Q3 2026, closing a stake of 5,595 shares — an estimated $208K sold.

Miller Financial Services first reported a position in BEPC in Q4 2024 and held it in 7 quarters. The position peaked at $390K in Q4 2024. 116 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Miller Financial Services reported no remaining Brookfield Renewable position as of Q3 2026 after selling out during the quarter.
  • Miller Financial Services sold 5,595 Brookfield Renewable shares in Q3 2026, an estimated $208K.
  • Miller Financial Services first reported a position in Brookfield Renewable in Q4 2024 and held it in 7 quarters.
  • Miller Financial Services's Brookfield Renewable position peaked at $390K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.