Position in BEPC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,065,566
-$91,734 QoQ
Shares Held
28,706
-1.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#176
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, 2026MONTAG A & ASSOCIATES INC holds $1,065,566 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
|
28,706 | $1,065,566 |
All Filings in BEPC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065,566 | 28,706 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,157,300 | 29,056 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,126,045 | 29,370 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,010,915 | 29,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $962,748 | 29,370 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $847,902 | 30,369 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $840,006 | 30,369 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||