TWD
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True Wealth Design’s Brookfield Renewable BEPC Stock Holding History

True Wealth Design’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
Q3 		$20.1K Buy
713
+658
+1,196% +$21.5K ﹤0.01% 822
2026
Q2 		$2.04K Sell
55
-13
-19% -$503 ﹤0.01% 1685
2026
Q1 		$2.71K Buy
68
+56
+467% +$2.28K ﹤0.01% 1421
2025
Q4 		$461 Buy
12
+1
+9% +$40 ﹤0.01% 1971
2025
Q3 		$379 Buy
11
+7
+175% +$240 ﹤0.01% 2093
2025
Q2 		$132 Buy
4
+2
+100% +$58 ﹤0.01% 2172
2025
Q1 		$56 Sell
2
-4
-67% -$110 ﹤0.01% 2352
2024
Q4 		$166 Hold
6
– – ﹤0.01% 1241
2024
Q3 		$196 Sell
6
-2
-25% -$58 ﹤0.01% 1200
2024
Q2 		$228 Buy
8
+3
+60% +$84 ﹤0.01% 738
2024
Q1 		$123 Buy
5
+2
+67% +$52 ﹤0.01% 762
2023
Q4 		$87 Hold
3
– – ﹤0.01% 746
2023
Q3 		$72 Buy
3
+1
+50% +$29 ﹤0.01% 734
2023
Q2 		$64 Buy
2
+1
+100% +$34 ﹤0.01% 746
2023
Q1 		$35 Buy
+1
New +$30 ﹤0.01% 846

Other funds holding BEPC

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Oak Grove Capital
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $151M AUM 13.87% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

True Wealth Design's BEPC Position: Q3 2026 in Review

True Wealth Design increased its Brookfield Renewable (BEPC) stake by 1,196% in Q3 2026, buying an estimated $21.5K and bringing the position to 713 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

True Wealth Design first reported a position in BEPC in Q1 2023 and has held it in 15 quarters since. 52 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • True Wealth Design held 713 shares of Brookfield Renewable worth $20.1K as of Q3 2026.
  • True Wealth Design bought 658 Brookfield Renewable shares in Q3 2026, an estimated $21.5K.
  • Brookfield Renewable made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #822 holding.
  • True Wealth Design first reported a position in Brookfield Renewable in Q1 2023 and has held it in 15 quarters since.
  • 52 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.