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Plan A Wealth’s Brookfield Renewable BEPC Stock Holding History

Plan A Wealth’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 		$677K Buy
18,233
+871
+5% +$33.7K 0.29% 54
2026
Q1 		$692K Buy
17,362
+180
+1% +$7.33K 0.33% 43
2025
Q4 		$659K Buy
17,182
+576
+3% +$23.2K 0.32% 49
2025
Q3 		$572K Buy
16,606
+1,224
+8% +$42K 0.29% 57
2025
Q2 		$504K Buy
+15,382
New +$449K 0.29% 66

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

Plan A Wealth's BEPC Position: Q2 2026 in Review

Plan A Wealth increased its Brookfield Renewable (BEPC) stake by 5% in Q2 2026, buying an estimated $33.7K and bringing the position to 18,233 shares worth $677K. The position accounts for 0.29% of the portfolio, ranked #54.

Plan A Wealth first reported a position in BEPC in Q2 2025 and has held it in 5 quarters since. The position peaked at $692K in Q1 2026. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Plan A Wealth held 18,233 shares of Brookfield Renewable worth $677K as of Q2 2026.
  • Plan A Wealth bought 871 Brookfield Renewable shares in Q2 2026, an estimated $33.7K.
  • Brookfield Renewable made up 0.29% of Plan A Wealth's portfolio in Q2 2026, its #54 holding.
  • Plan A Wealth first reported a position in Brookfield Renewable in Q2 2025 and has held it in 5 quarters since.
  • Plan A Wealth's Brookfield Renewable position peaked at $692K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.