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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
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

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

Private Wealth Management Group's BEPC Position: Q2 2026 in Review

Private Wealth Management Group opened a new position in Brookfield Renewable (BEPC) in Q2 2026: 107 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings. This is a return to the name: Private Wealth Management Group previously reported a position in BEPC as recently as Q1 2024.

Private Wealth Management Group first reported a position in BEPC in Q4 2023 and has held it in 3 quarters since. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Private Wealth Management Group held 107 shares of Brookfield Renewable worth $3.97K as of Q2 2026.
  • Brookfield Renewable was a new Private Wealth Management Group position in Q2 2026.
  • Brookfield Renewable made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #933 holding.
  • Private Wealth Management Group first reported a position in Brookfield Renewable in Q4 2023 and has held it in 3 quarters since.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.