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SOA Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

SOA Wealth Advisors’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 		– Sell
-8,709
Closed -$8.71K – 897
2026
Q1 		$8.71K Hold
8,709
– – ﹤0.01% 607
2025
Q4 		$8.71K Hold
8,709
– – ﹤0.01% 610
2025
Q3 		$8.71K Hold
8,709
– – ﹤0.01% 622
2025
Q2 		$8.71K Buy
8,709
+701
+9% +$20.5K ﹤0.01% 611
2025
Q1 		$8.01K Buy
+8,008
New +$220K ﹤0.01% 584

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

SOA Wealth Advisors's BEPC Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 8,709 shares — an estimated $8.71K sold.

SOA Wealth Advisors first reported a position in BEPC in Q1 2025 and held it in 5 quarters. The position peaked at $8.71K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 8,709 Brookfield Renewable shares in Q2 2026, an estimated $8.71K.
  • SOA Wealth Advisors first reported a position in Brookfield Renewable in Q1 2025 and held it in 5 quarters.
  • SOA Wealth Advisors's Brookfield Renewable position peaked at $8.71K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.