Modern Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Modern Wealth Management’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	$515K	Buy	13,875 +16	+0.1%	+$620	0.01%	711
2026 Q1	$560K	Sell	13,859 -188	-1%	-$7.66K	0.01%	550
2025 Q4	$539K	Sell	14,047 -964	-6%	-$38.8K	0.01%	519
2025 Q3	$517K	Buy	15,011 +155	+1%	+$5.31K	0.01%	500
2025 Q2	$487K	Buy	14,856 +327	+2%	+$9.55K	0.01%	485
2025 Q1	$406K	Buy	14,529 +919	+7%	+$25.2K	0.01%	463
2024 Q4	$376K	Buy	13,610 +466	+4%	+$14.3K	0.01%	413
2024 Q3	$429K	Buy	13,144 +684	+5%	+$19.8K	0.03%	273
2024 Q2	$354K	Buy	+12,460	New	+$348K	0.03%	275

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

Modern Wealth Management's BEPC Position: Q2 2026 in Review

Modern Wealth Management increased its Brookfield Renewable (BEPC) stake by 0.12% in Q2 2026, buying an estimated $620 and bringing the position to 13,875 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #711.

Modern Wealth Management first reported a position in BEPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Modern Wealth Management held 13,875 shares of Brookfield Renewable worth $515K as of Q2 2026.
Modern Wealth Management bought 16 Brookfield Renewable shares in Q2 2026, an estimated $620.
Brookfield Renewable made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #711 holding.
Modern Wealth Management first reported a position in Brookfield Renewable in Q2 2024 and has held it in 9 quarters since.
Modern Wealth Management's Brookfield Renewable position peaked at $560K in Q1 2026.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

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