WealthTrust Axiom’s Brookfield Renewable BEPC Stock Holding History

WealthTrust Axiom’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	$237K	Hold	6,378	–	–	0.05%	258
2026 Q1	$254K	Hold	6,378	–	–	0.06%	233
2025 Q4	$245K	Sell	6,378 -8	-0.1%	-$322	0.06%	227
2025 Q3	$220K	Sell	6,386 -375	-6%	-$12.9K	0.06%	238
2025 Q2	$222K	Sell	6,761 -587	-8%	-$17.1K	0.07%	226
2025 Q1	$205K	Buy	+7,348	New	+$201K	0.06%	230
2024 Q4	–	Sell	-6,722	Closed	-$220K	–	259
2024 Q3	$220K	Buy	+6,722	New	+$195K	0.07%	229
2023 Q3	–	Sell	-6,909	Closed	-$218K	–	242
2023 Q2	$218K	Buy	+6,909	New	+$233K	0.07%	212
2022 Q2	–	Sell	-5,159	Closed	-$225K	–	252
2022 Q1	$225K	Buy	+5,159	New	+$191K	0.07%	209
2021 Q4	–	Sell	-5,533	Closed	-$214K	–	271
2021 Q3	$214K	Sell	5,533 -187	-3%	-$7.83K	0.07%	216
2021 Q2	$239K	Hold	5,720	–	–	0.08%	204
2021 Q1	$267K	Buy	5,720 +5	+0.1%	+$255	0.09%	180
2020 Q4	$333K	Sell	5,715 -8	-0.1%	-$385	0.12%	149
2020 Q3	$223K	Buy	+5,723	New	+$192K	0.1%	161

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

WealthTrust Axiom's BEPC Position: Q2 2026 in Review

WealthTrust Axiom held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 6,378 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #258.

WealthTrust Axiom first reported a position in BEPC in Q3 2020 and has held it in 14 quarters since. The position peaked at $333K in Q4 2020. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

WealthTrust Axiom held 6,378 shares of Brookfield Renewable worth $237K as of Q2 2026.
WealthTrust Axiom left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.05% of WealthTrust Axiom's portfolio in Q2 2026, its #258 holding.
WealthTrust Axiom first reported a position in Brookfield Renewable in Q3 2020 and has held it in 14 quarters since.
WealthTrust Axiom's Brookfield Renewable position peaked at $333K in Q4 2020.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.