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Wealth Preservation Advisors’s Brookfield Renewable BEPC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-670
Closed -$26.7K – 177
2026
Q1 		$26.7K Hold
670
– – 0.02% 272
2025
Q4 		$25.7K Hold
670
– – 0.01% 243
2025
Q3 		$23.1K Buy
+670
New +$23K 0.01% 242

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wealth Preservation Advisors's BEPC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 670 shares — an estimated $26.7K sold.

Wealth Preservation Advisors first reported a position in BEPC in Q3 2025 and held it in 3 quarters. The position peaked at $26.7K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 670 Brookfield Renewable shares in Q2 2026, an estimated $26.7K.
  • Wealth Preservation Advisors first reported a position in Brookfield Renewable in Q3 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Brookfield Renewable position peaked at $26.7K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.