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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
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

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 $5.72T 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 $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wealth Preservation Advisors's BEPC Position: Q1 2026 in Review

Wealth Preservation Advisors held its Brookfield Renewable (BEPC) position steady in Q1 2026 at 670 shares worth $26.7K. The position accounts for 0.02% of the portfolio, ranked #272.

Wealth Preservation Advisors first reported a position in BEPC in Q3 2025 and has held it in 3 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • Wealth Preservation Advisors held 670 shares of Brookfield Renewable worth $26.7K as of Q1 2026.
  • Wealth Preservation Advisors left its Brookfield Renewable share count unchanged in Q1 2026.
  • Brookfield Renewable made up 0.02% of Wealth Preservation Advisors's portfolio in Q1 2026, its #272 holding.
  • Wealth Preservation Advisors first reported a position in Brookfield Renewable in Q3 2025 and has held it in 3 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.