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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
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's BEPC Position: Q1 2026 in Review

SHP Wealth Management increased its Brookfield Renewable (BEPC) stake by 2.5% in Q1 2026, buying an estimated $815 and bringing the position to 812 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

SHP Wealth Management first reported a position in BEPC in Q4 2025 and has held it in 2 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • SHP Wealth Management held 812 shares of Brookfield Renewable worth $32.3K as of Q1 2026.
  • SHP Wealth Management bought 20 Brookfield Renewable shares in Q1 2026, an estimated $815.
  • Brookfield Renewable made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #601 holding.
  • SHP Wealth Management first reported a position in Brookfield Renewable in Q4 2025 and has held it in 2 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.