Modern Wealth Management, LLC
Position in BEPC — Brookfield Renewable Corp
CIK 2001900
KANSAS CITY, MO
Position in BEPC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$515,039
-$36,964 QoQ
Shares Held
13,875
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#216
of 422 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BEPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $989,653 across 3 Utilities - Renewable names. BEPC ranks #1 (52.0% of the industry book) .
All Filings in BEPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,039 | 13,875 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $552,003 | 13,859 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $538,561 | 14,047 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $516,677 | 15,011 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $486,979 | 14,856 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $405,648 | 14,529 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $376,451 | 13,610 | Shares | Other | 2025-05-30 | |
| No filing history on record for this holder in this stock. | ||||||