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Pinnacle Wealth Management Advisory Group’s Brookfield Renewable BEPC Stock Holding History

Pinnacle Wealth Management Advisory 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
Q2 		$345K Buy
9,293
+506
+6% +$19.6K 0.02% 379
2026
Q1 		$350K Buy
8,787
+37
+0.4% +$1.51K 0.02% 362
2025
Q4 		$335K Buy
8,750
+750
+9% +$30.2K 0.02% 370
2025
Q3 		$275K Buy
+8,000
New +$274K 0.02% 334

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Pinnacle Wealth Management Advisory Group's BEPC Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Brookfield Renewable (BEPC) stake by 5.8% in Q2 2026, buying an estimated $19.6K and bringing the position to 9,293 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #379.

Pinnacle Wealth Management Advisory Group first reported a position in BEPC in Q3 2025 and has held it in 4 quarters since. The position peaked at $350K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 9,293 shares of Brookfield Renewable worth $345K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 506 Brookfield Renewable shares in Q2 2026, an estimated $19.6K.
  • Brookfield Renewable made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #379 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Brookfield Renewable in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Management Advisory Group's Brookfield Renewable position peaked at $350K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.