Private Wealth Management Group’s Brookfield Renewable BEPC Stock Holding History

Private 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	$537	Sell	19 -88	-82%	-$2.88K	﹤0.01%	1430
2026 Q2	$3.97K	Buy	+107	New	+$4.14K	﹤0.01%	933
2024 Q2	–	Sell	-20	Closed	-$492	–	1511
2024 Q1	$492	Hold	20	–	–	﹤0.01%	1450
2023 Q4	$576	Buy	+20	New	+$510	﹤0.01%	1436

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

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

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

Private Wealth Management Group reduced its Brookfield Renewable (BEPC) stake by 82% in Q3 2026, selling an estimated $2.88K and leaving 19 shares worth $537. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Private Wealth Management Group first reported a position in BEPC in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.97K in Q2 2026. 97 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Private Wealth Management Group held 19 shares of Brookfield Renewable worth $537 as of Q3 2026.
Private Wealth Management Group sold 88 Brookfield Renewable shares in Q3 2026, an estimated $2.88K.
Brookfield Renewable made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1430 holding.
Private Wealth Management Group first reported a position in Brookfield Renewable in Q4 2023 and has held it in 4 quarters since.
Private Wealth Management Group's Brookfield Renewable position peaked at $3.97K in Q2 2026.
97 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.