Position in BEPC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,484,344
+$124,156 QoQ
Shares Held
37,267
+5.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 1.4758365309791504.ToString("F0")%
Shared 0.ToString("F0")%
None 98.52416346902085.ToString("F0")%
Common Shares in BEPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026Creative Planning holds $7,748,794 across 8 Utilities - Renewable names. BEPC ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
61,190 | $2,404,155 | |
| 2 | ORA |
Ormat Technologies, Inc.
|
16,596 | $1,857,424 | |
| 3 | BEPC |
Brookfield Renewable Corp
This page
|
37,267 | $1,484,344 | |
| 4 | AXIA |
AXIA Energia S.A.
|
78,321 | $883,460 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
29,250 | $402,480 | |
| 6 | RNW |
ReNew Energy Global plc
|
79,531 | $364,251 | |
| 7 | NRGV |
Energy Vault Holdings, Inc.
|
105,267 | $347,381 | |
| 8 | NXXT |
Nextnrg, Inc.
|
13,248 | $5,299 |
All Filings in BEPC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,484,344 | 37,267 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,360,188 | 35,477 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,091,940 | 31,724 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $760,823 | 23,210 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $792,257 | 28,376 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $491,877 | 17,783 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||