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 Q3	$2.65K	Buy	94 +14	+18%	+$458	﹤0.01%	760
2026 Q2	$2.97K	Sell	80 -9	-10%	-$348	﹤0.01%	729
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

MV Capital Management's BEPC Position: Q3 2026 in Review

MV Capital Management increased its Brookfield Renewable (BEPC) stake by 18% in Q3 2026, buying an estimated $458 and bringing the position to 94 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

MV Capital Management first reported a position in BEPC in Q2 2021 and has held it in 22 quarters since. The position peaked at $7K in Q1 2022. 208 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

MV Capital Management held 94 shares of Brookfield Renewable worth $2.65K as of Q3 2026.
MV Capital Management bought 14 Brookfield Renewable shares in Q3 2026, an estimated $458.
Brookfield Renewable made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #760 holding.
MV Capital Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 22 quarters since.
MV Capital Management's Brookfield Renewable position peaked at $7K in Q1 2022.
208 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.