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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
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Pinnacle Wealth Planning Services's BEPC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Brookfield Renewable (BEPC) stake by 80% in Q1 2026, selling an estimated $53.1K and leaving 325 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Pinnacle Wealth Planning Services first reported a position in BEPC in Q4 2020 and has held it in 3 quarters since. The position peaked at $62.4K in Q4 2025. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 325 shares of Brookfield Renewable worth $12.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,303 Brookfield Renewable shares in Q1 2026, an estimated $53.1K.
  • Brookfield Renewable made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1902 holding.
  • Pinnacle Wealth Planning Services first reported a position in Brookfield Renewable in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Brookfield Renewable position peaked at $62.4K in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.