Strategic Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Strategic Wealth Partners’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	$119K	Hold	3,000	–	–	0.01%	369
2025 Q4	$115K	Sell	3,000 -18,258	-86%	-$735K	0.01%	383
2025 Q3	$732K	Buy	21,258 +58	+0.3%	+$1.99K	0.05%	187
2025 Q2	$695K	Buy	+21,200	New	+$619K	0.05%	180
2024 Q4	$280K	Hold	10,200	–	–	0.02%	272
2024 Q3	$333K	Buy	10,200 +200	+2%	+$5.8K	0.03%	245
2024 Q2	$284K	Hold	10,000	–	–	0.03%	248
2024 Q1	$246K	Hold	10,000	–	–	0.03%	251
2023 Q4	$288K	Hold	10,000	–	–	0.04%	227
2023 Q3	$239K	Hold	10,000	–	–	0.03%	259
2023 Q2	$315K	Buy	+10,000	New	+$337K	0.04%	243

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Strategic Wealth Partners's BEPC Position: Q1 2026 in Review

Strategic Wealth Partners held its Brookfield Renewable (BEPC) position steady in Q1 2026 at 3,000 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #369.

Strategic Wealth Partners first reported a position in BEPC in Q2 2023 and has held it in 11 quarters since. The position peaked at $732K in Q3 2025. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

Strategic Wealth Partners held 3,000 shares of Brookfield Renewable worth $119K as of Q1 2026.
Strategic Wealth Partners left its Brookfield Renewable share count unchanged in Q1 2026.
Brookfield Renewable made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #369 holding.
Strategic Wealth Partners first reported a position in Brookfield Renewable in Q2 2023 and has held it in 11 quarters since.
Strategic Wealth Partners's Brookfield Renewable position peaked at $732K in Q3 2025.
416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.