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XML Financial, LLC → BEPC

XML Financial, LLC BEPC Position History

Brookfield Renewable Corporation • Utilities

Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.6M
Q1 2026$1.7M
Q2 2026$1.5M
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M39.7K——
Q2 2026$1.5M39.7K——
Q1 2026$1.7M41.5K——
Q4 2025$1.6M41.4K——

Other funds holding BEPC

Other XML Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$61.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$57M
SCHW-PJ

SCHWAB STRATEGIC TR

$49M
SCHW-PJ

SCHWAB STRATEGIC TR

$47.5M
ETHA

ISHARES TR

$44.4M
ETHA

ISHARES TR

$44.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$42.6M