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
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

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return