Parr McKnight Wealth Management Group’s Brookfield Renewable BEPC Stock Holding History

Parr McKnight Wealth Management Group’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	-38,819	Closed	-$1.49M	–	216
2025 Q4	$1.49M	Sell	38,819 -7,933	-17%	-$319K	0.2%	123
2025 Q3	$1.61M	Sell	46,752 -1,186	-2%	-$40.7K	0.21%	122
2025 Q2	$1.57M	Buy	47,938 +384	+0.8%	+$11.2K	0.22%	127
2025 Q1	$1.33M	Buy	47,554 +12,514	+36%	+$343K	0.19%	141
2024 Q4	$969K	Buy	+35,040	New	+$1.08M	0.14%	153

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parr McKnight Wealth Management Group's BEPC Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 38,819 shares — an estimated $1.49M sold.

Parr McKnight Wealth Management Group first reported a position in BEPC in Q4 2024 and held it in 5 quarters. The position peaked at $1.61M in Q3 2025. 419 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

Parr McKnight Wealth Management Group reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 38,819 Brookfield Renewable shares in Q1 2026, an estimated $1.49M.
Parr McKnight Wealth Management Group first reported a position in Brookfield Renewable in Q4 2024 and held it in 5 quarters.
Parr McKnight Wealth Management Group's Brookfield Renewable position peaked at $1.61M in Q3 2025.
419 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.