Albion Financial Group’s Brookfield Renewable BEPC Stock Holding History

Albion Financial Group’s Portfolio BEPC Stock Details BEPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-41	Closed	-$1.34K	–	652
2025 Q2	$1.34K	Hold	41	–	–	﹤0.01%	504
2025 Q1	$1.15K	Hold	41	–	–	﹤0.01%	530
2024 Q4	$1.14K	Hold	41	–	–	﹤0.01%	605
2024 Q3	$1.34K	Hold	41	–	–	﹤0.01%	446
2024 Q2	$1.16K	Hold	41	–	–	﹤0.01%	453
2024 Q1	$1.01K	Hold	41	–	–	﹤0.01%	448
2023 Q4	$1.18K	Hold	41	–	–	﹤0.01%	420
2023 Q3	$982	Hold	41	–	–	﹤0.01%	418
2023 Q2	$1.29K	Hold	41	–	–	﹤0.01%	405
2023 Q1	$1.43K	Hold	41	–	–	﹤0.01%	384
2022 Q4	$1.13K	Hold	41	–	–	﹤0.01%	423
2022 Q3	$1K	Hold	41	–	–	﹤0.01%	402
2022 Q2	$1K	Hold	41	–	–	﹤0.01%	445
2022 Q1	$2K	Hold	41	–	–	﹤0.01%	461
2021 Q4	$2K	Hold	41	–	–	﹤0.01%	506
2021 Q3	$2K	Hold	41	–	–	﹤0.01%	453
2021 Q2	$2K	Buy	+41	New	+$1.74K	﹤0.01%	444

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Albion Financial Group's BEPC Position: Q3 2025 in Review

Albion Financial Group sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 41 shares — an estimated $1.34K sold.

Albion Financial Group first reported a position in BEPC in Q2 2021 and held it in 17 quarters. The position peaked at $2K in Q1 2022. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Albion Financial Group reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Albion Financial Group sold 41 Brookfield Renewable shares in Q3 2025, an estimated $1.34K.
Albion Financial Group first reported a position in Brookfield Renewable in Q2 2021 and held it in 17 quarters.
Albion Financial Group's Brookfield Renewable position peaked at $2K in Q1 2022.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Albion Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.