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SHP Wealth Management’s Brookfield Renewable BEPC Stock Holding History

SHP Wealth Management’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 		$29.5K Sell
796
-16
-2% -$620 ﹤0.01% 676
2026
Q1 		$32.3K Buy
812
+20
+3% +$815 ﹤0.01% 601
2025
Q4 		$30.4K Buy
+792
New +$31.9K ﹤0.01% 595

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

SHP Wealth Management's BEPC Position: Q2 2026 in Review

SHP Wealth Management reduced its Brookfield Renewable (BEPC) stake by 2% in Q2 2026, selling an estimated $620 and leaving 796 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

SHP Wealth Management first reported a position in BEPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.3K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • SHP Wealth Management held 796 shares of Brookfield Renewable worth $29.5K as of Q2 2026.
  • SHP Wealth Management sold 16 Brookfield Renewable shares in Q2 2026, an estimated $620.
  • Brookfield Renewable made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #676 holding.
  • SHP Wealth Management first reported a position in Brookfield Renewable in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Brookfield Renewable position peaked at $32.3K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.