OGC
BEPC icon

Oak Grove Capital’s Brookfield Renewable BEPC Stock Holding History

Oak Grove Capital’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 		$12.5M Sell
441,300
-44,800
-9% -$1.47M 0.56% 34
2026
Q2 		$18M Buy
486,100
+429,150
+754% +$16.6M 0.86% 29
2026
Q1 		$2.27M Buy
+56,950
New +$2.32M 0.19% 45

Other funds holding BEPC

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Oak Grove Capital's BEPC Position: Q3 2026 in Review

Oak Grove Capital reduced its Brookfield Renewable (BEPC) stake by 9.2% in Q3 2026, selling an estimated $1.47M and leaving 441,300 shares worth $12.5M. The position accounts for 0.56% of the portfolio, ranked #34.

Oak Grove Capital first reported a position in BEPC in Q1 2026 and has held it in 3 quarters since. The position peaked at $18M in Q2 2026. 18 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Oak Grove Capital held 441,300 shares of Brookfield Renewable worth $12.5M as of Q3 2026.
  • Oak Grove Capital sold 44,800 Brookfield Renewable shares in Q3 2026, an estimated $1.47M.
  • Brookfield Renewable made up 0.56% of Oak Grove Capital's portfolio in Q3 2026, its #34 holding.
  • Oak Grove Capital first reported a position in Brookfield Renewable in Q1 2026 and has held it in 3 quarters since.
  • Oak Grove Capital's Brookfield Renewable position peaked at $18M in Q2 2026.
  • 18 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Oak Grove Capital's 13F filing for Q3 2026, filed 9 Oct 2026.