Balanced Rock Investment Advisors LLC
Position in BEPC — Brookfield Renewable Corp
CIK 2011851
ROSLINDALE, MA
Position in BEPC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$483,784
-$5,726 QoQ
Shares Held
13,033
+6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#220
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, 2026Balanced Rock Investment Advisors LLC holds $483,784 across 1 Utilities - Renewable name. BEPC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
This page
|
13,033 | $483,784 |
All Filings in BEPC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,784 | 13,033 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $489,510 | 12,290 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $476,221 | 12,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $455,411 | 13,231 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $452,790 | 13,813 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $393,057 | 14,078 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $386,465 | 13,972 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||