Wealth Enhancement Advisory Services
BEPC icon

Wealth Enhancement Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Wealth Enhancement Advisory Services’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 		$771K Buy
26,255
+13,926
+113% +$456K ﹤0.01% 2392
2026
Q2 		$432K Sell
12,329
-6,365
-34% -$246K ﹤0.01% 2829
2026
Q1 		$772K Sell
18,694
-12,025
-39% -$490K ﹤0.01% 1985
2025
Q4 		$1.23M Buy
30,719
+25
+0.1% +$1.01K ﹤0.01% 1811
2025
Q3 		$1.17M Buy
30,694
+9,955
+48% +$341K ﹤0.01% 1756
2025
Q2 		$707K Buy
20,739
+283
+1% +$8.26K ﹤0.01% 1961
2025
Q1 		$571K Sell
20,456
-10,749
-34% -$295K ﹤0.01% 1961
2024
Q4 		$863K Buy
31,205
+4,190
+16% +$129K ﹤0.01% 1625
2024
Q3 		$882K Sell
27,015
-2,111
-7% -$61.2K ﹤0.01% 1475
2024
Q2 		$827K Buy
29,126
+446
+2% +$12.5K ﹤0.01% 1368
2024
Q1 		$705K Sell
28,680
-2,148
-7% -$56.3K ﹤0.01% 1396
2023
Q4 		$888K Sell
30,828
-273,638
-90% -$6.98M ﹤0.01% 1217
2023
Q3 		$7.29M Buy
+304,466
New +$8.83M 0.02% 484

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
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
Rempart Asset Management
Rempart Asset Management Montreal, Canada $488M AUM 18.34% 1-Year Est. Return
Washington Trust Advisors
Washington Trust Advisors Wellesley, Massachusetts $1.4B AUM 26.88% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $173M AUM 37.78% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's BEPC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Brookfield Renewable (BEPC) stake by 113% in Q3 2026, buying an estimated $456K and bringing the position to 26,255 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Wealth Enhancement Advisory Services first reported a position in BEPC in Q3 2023 and has held it in 13 quarters since. The position peaked at $7.29M in Q3 2023. 114 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 26,255 shares of Brookfield Renewable worth $771K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 13,926 Brookfield Renewable shares in Q3 2026, an estimated $456K.
  • Brookfield Renewable made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2392 holding.
  • Wealth Enhancement Advisory Services first reported a position in Brookfield Renewable in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Brookfield Renewable position peaked at $7.29M in Q3 2023.
  • 114 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.