Moisand Fitzgerald Tamayo’s Brookfield Renewable BEPC Stock Holding History

Moisand Fitzgerald Tamayo’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	$1.6K	Hold	43	–	–	﹤0.01%	501
2026 Q1	$1.71K	Hold	43	–	–	﹤0.01%	473
2025 Q4	$1.65K	Hold	43	–	–	﹤0.01%	475
2025 Q3	$1.48K	Hold	43	–	–	﹤0.01%	521
2025 Q2	$1.41K	Hold	43	–	–	﹤0.01%	524
2025 Q1	$1.2K	Hold	43	–	–	﹤0.01%	530
2024 Q4	$1.19K	Hold	43	–	–	﹤0.01%	549
2024 Q3	$1.41K	Hold	43	–	–	﹤0.01%	549
2024 Q2	$1.22K	Hold	43	–	–	﹤0.01%	533
2024 Q1	$1.06K	Hold	43	–	–	﹤0.01%	524
2023 Q4	$1.24K	Hold	43	–	–	﹤0.01%	576
2023 Q3	$1.03K	Buy	+43	New	+$1.25K	﹤0.01%	655

Other funds holding BEPC

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return