MV Capital Management’s Brookfield Renewable BEPC Stock Holding History

MV Capital 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 Q1	$3.54K	Buy	89 +2	+2%	+$81	﹤0.01%	673
2025 Q4	$3.34K	Buy	87 +7	+9%	+$282	﹤0.01%	654
2025 Q3	$2.75K	Hold	80	–	–	﹤0.01%	677
2025 Q2	$2.62K	Hold	80	–	–	﹤0.01%	681
2025 Q1	$2.23K	Sell	80 -71	-47%	-$1.95K	﹤0.01%	685
2024 Q4	$4.18K	Hold	151	–	–	﹤0.01%	628
2024 Q3	$4.93K	Sell	151 -5	-3%	-$145	﹤0.01%	630
2024 Q2	$4.43K	Buy	156 +6	+4%	+$168	﹤0.01%	610
2024 Q1	$3.69K	Hold	150	–	–	﹤0.01%	630
2023 Q4	$4.32K	Hold	150	–	–	﹤0.01%	606
2023 Q3	$3.59K	Hold	150	–	–	﹤0.01%	614
2023 Q2	$4.73K	Hold	150	–	–	﹤0.01%	597
2023 Q1	$5.24K	Hold	150	–	–	﹤0.01%	593
2022 Q4	$4.13K	Hold	150	–	–	﹤0.01%	573
2022 Q3	$5K	Hold	150	–	–	﹤0.01%	543
2022 Q2	$5K	Hold	150	–	–	﹤0.01%	548
2022 Q1	$7K	Hold	150	–	–	﹤0.01%	531
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	563
2021 Q3	$6K	Hold	150	–	–	﹤0.01%	539
2021 Q2	$6K	Buy	+150	New	+$6.38K	﹤0.01%	453

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

MV Capital Management's BEPC Position: Q1 2026 in Review

MV Capital Management increased its Brookfield Renewable (BEPC) stake by 2.3% in Q1 2026, buying an estimated $81 and bringing the position to 89 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

MV Capital Management first reported a position in BEPC in Q2 2021 and has held it in 20 quarters since. The position peaked at $7K in Q1 2022. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

MV Capital Management held 89 shares of Brookfield Renewable worth $3.54K as of Q1 2026.
MV Capital Management bought 2 Brookfield Renewable shares in Q1 2026, an estimated $81.
Brookfield Renewable made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #673 holding.
MV Capital Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 20 quarters since.
MV Capital Management's Brookfield Renewable position peaked at $7K in Q1 2022.
416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.