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MONTAG A & ASSOCIATES INC → BEPC

MONTAG A & ASSOCIATES INC BEPC Position History

Brookfield Renewable Corporation • Utilities

Quarters held
5
Latest value
$787K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$1.1M
Q1 2026$1.2M
Q2 2026$1.1M
Q3 2026$787K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$787K27.9K——
Q2 2026$1.1M28.7K——
Q1 2026$1.2M29.1K——
Q4 2025$1.1M29.4K——
Q3 2025$1M29.4K——

Other funds holding BEPC

Other MONTAG A & ASSOCIATES INC positions

ETHA

ISHARES TR

$186.8M
ETHA

ISHARES TR

$184.6M
ETHA

ISHARES TR

$175.4M
ETHA

ISHARES TR

$158.4M
ETHA

ISHARES TR

$158.2M
SPY

STATE STR SPDR S&P 500 ETF T

$129.8M
SPY

SPDR S&P 500 ETF TR

$122.5M
SPY

SPDR S&P 500 ETF TR

$117.9M