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Innovative Advisory Group, LLC’s Brookfield Renewable BEPC Stock Holding History

Innovative Advisory Group, LLC’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 		– Sell
-51
Closed -$1.96K – 58
2025
Q4 		$1.96K Hold
51
– – ﹤0.01% 194
2025
Q3 		$1.75K Hold
51
– – ﹤0.01% 203
2025
Q2 		$1.67K Hold
51
– – ﹤0.01% 195
2025
Q1 		$1.42K Hold
51
– – ﹤0.01% 182
2024
Q4 		$1.41K Buy
+51
New +$1.57K ﹤0.01% 174

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Innovative Advisory Group, LLC's BEPC Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 51 shares — an estimated $1.96K sold.

Innovative Advisory Group, LLC first reported a position in BEPC in Q4 2024 and held it in 5 quarters. The position peaked at $1.96K in Q4 2025. 419 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 51 Brookfield Renewable shares in Q1 2026, an estimated $1.96K.
  • Innovative Advisory Group, LLC first reported a position in Brookfield Renewable in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Brookfield Renewable position peaked at $1.96K in Q4 2025.
  • 419 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.