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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
Q3 		$529K Buy
18,757
+524
+3% +$17.1K 0.19% 79
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

GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Plan A Wealth's BEPC Position: Q3 2026 in Review

Plan A Wealth increased its Brookfield Renewable (BEPC) stake by 2.9% in Q3 2026, buying an estimated $17.1K and bringing the position to 18,757 shares worth $529K. The position accounts for 0.19% of the portfolio, ranked #79.

Plan A Wealth first reported a position in BEPC in Q2 2025 and has held it in 6 quarters since. The position peaked at $692K in Q1 2026. 11 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Plan A Wealth held 18,757 shares of Brookfield Renewable worth $529K as of Q3 2026.
  • Plan A Wealth bought 524 Brookfield Renewable shares in Q3 2026, an estimated $17.1K.
  • Brookfield Renewable made up 0.19% of Plan A Wealth's portfolio in Q3 2026, its #79 holding.
  • Plan A Wealth first reported a position in Brookfield Renewable in Q2 2025 and has held it in 6 quarters since.
  • Plan A Wealth's Brookfield Renewable position peaked at $692K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.