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

Pinnacle 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 Q2	$470K	Hold	12,659	–	–	0.22%	82
2026 Q1	$504K	Hold	12,659	–	–	0.25%	70
2025 Q4	$485K	Buy	12,659 +1,000	+9%	+$40.2K	0.24%	69
2025 Q3	$401K	Hold	11,659	–	–	0.21%	81
2025 Q2	$382K	Buy	11,659 +59	+0.5%	+$1.72K	0.22%	80
2025 Q1	$324K	Sell	11,600 -1,300	-10%	-$35.6K	0.23%	75
2024 Q4	$357K	Sell	12,900 -800	-6%	-$24.6K	0.22%	79
2024 Q3	$447K	Buy	13,700 +3,000	+28%	+$87K	0.28%	68
2024 Q2	$304K	Buy	+10,700	New	+$299K	0.21%	81

Other funds holding BEPC

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Pinnacle Wealth Management Group held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 12,659 shares worth $470K. The position accounts for 0.22% of the portfolio, ranked #82.

Pinnacle Wealth Management Group first reported a position in BEPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $504K in Q1 2026. 49 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Pinnacle Wealth Management Group held 12,659 shares of Brookfield Renewable worth $470K as of Q2 2026.
Pinnacle Wealth Management Group left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.22% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #82 holding.
Pinnacle Wealth Management Group first reported a position in Brookfield Renewable in Q2 2024 and has held it in 9 quarters since.
Pinnacle Wealth Management Group's Brookfield Renewable position peaked at $504K in Q1 2026.
49 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.