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 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

True Wealth Design's BEPC Position: Q2 2026 in Review

True Wealth Design reduced its Brookfield Renewable (BEPC) stake by 19% in Q2 2026, selling an estimated $503 and leaving 55 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

True Wealth Design first reported a position in BEPC in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.71K in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

True Wealth Design held 55 shares of Brookfield Renewable worth $2.04K as of Q2 2026.
True Wealth Design sold 13 Brookfield Renewable shares in Q2 2026, an estimated $503.
Brookfield Renewable made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1685 holding.
True Wealth Design first reported a position in Brookfield Renewable in Q1 2023 and has held it in 14 quarters since.
True Wealth Design's Brookfield Renewable position peaked at $2.71K in Q1 2026.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.