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 Q3	$357K	Hold	12,659	–	–	0.16%	94
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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return

Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

Pinnacle Wealth Management Group's BEPC Position: Q3 2026 in Review

Pinnacle Wealth Management Group held its Brookfield Renewable (BEPC) position steady in Q3 2026 at 12,659 shares worth $357K. The position accounts for 0.16% of the portfolio, ranked #94.

Pinnacle Wealth Management Group first reported a position in BEPC in Q2 2024 and has held it in 10 quarters since. The position peaked at $504K in Q1 2026. 116 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Pinnacle Wealth Management Group held 12,659 shares of Brookfield Renewable worth $357K as of Q3 2026.
Pinnacle Wealth Management Group left its Brookfield Renewable share count unchanged in Q3 2026.
Brookfield Renewable made up 0.16% of Pinnacle Wealth Management Group's portfolio in Q3 2026, its #94 holding.
Pinnacle Wealth Management Group first reported a position in Brookfield Renewable in Q2 2024 and has held it in 10 quarters since.
Pinnacle Wealth Management Group's Brookfield Renewable position peaked at $504K in Q1 2026.
116 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.