Pinnacle Wealth Planning Services’s Brookfield Renewable BEPC Stock Holding History

Pinnacle Wealth Planning Services’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	$14.1K	Buy	381 +56	+17%	+$2.17K	﹤0.01%	1933
2026 Q1	$12.9K	Sell	325 -1,303	-80%	-$53.1K	﹤0.01%	1902
2025 Q4	$62.4K	Buy	+1,628	New	+$65.5K	0.01%	1050
2021 Q1	–	Sell	-491	Closed	-$29K	–	524
2020 Q4	$29K	Buy	+491	New	+$23.6K	0.01%	1008

Other funds holding BEPC

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

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

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 Planning Services's BEPC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Brookfield Renewable (BEPC) stake by 17% in Q2 2026, buying an estimated $2.17K and bringing the position to 381 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

Pinnacle Wealth Planning Services first reported a position in BEPC in Q4 2020 and has held it in 4 quarters since. The position peaked at $62.4K in Q4 2025. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Pinnacle Wealth Planning Services held 381 shares of Brookfield Renewable worth $14.1K as of Q2 2026.
Pinnacle Wealth Planning Services bought 56 Brookfield Renewable shares in Q2 2026, an estimated $2.17K.
Brookfield Renewable made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1933 holding.
Pinnacle Wealth Planning Services first reported a position in Brookfield Renewable in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Brookfield Renewable position peaked at $62.4K in Q4 2025.
428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.