AllSquare Wealth Management’s Brookfield Renewable BEPC Stock Holding History

AllSquare Wealth Management’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	$7.75K	Hold	225	–	–	﹤0.01%	403
2025 Q2	$7.36K	Hold	225	–	–	﹤0.01%	403
2025 Q1	$6.28K	Hold	225	–	–	﹤0.01%	414
2024 Q4	$6.22K	Hold	225	–	–	﹤0.01%	416
2024 Q3	$7.35K	Hold	225	–	–	﹤0.01%	406
2024 Q2	$6.39K	Hold	225	–	–	﹤0.01%	407
2024 Q1	$5.53K	Hold	225	–	–	﹤0.01%	417
2023 Q4	$6.48K	Hold	225	–	–	﹤0.01%	402
2023 Q3	$5.39K	Hold	225	–	–	﹤0.01%	413
2023 Q2	$7.49K	Hold	225	–	–	﹤0.01%	410
2023 Q1	$7.86K	Hold	225	–	–	0.01%	397
2022 Q4	$6.19K	Hold	225	–	–	﹤0.01%	401
2022 Q3	$7K	Hold	225	–	–	0.01%	390
2022 Q2	$8K	Hold	225	–	–	0.01%	385
2022 Q1	$10K	Hold	225	–	–	0.01%	376
2021 Q4	$8K	Hold	225	–	–	﹤0.01%	393
2021 Q3	$9K	Hold	225	–	–	0.01%	374
2021 Q2	$9K	Hold	225	–	–	0.01%	394
2021 Q1	$11K	Hold	225	–	–	0.01%	368
2020 Q4	$13K	Buy	225 +150	+200%	+$7.21K	0.01%	327
2020 Q3	$3K	Buy	+75	New	+$2.52K	﹤0.01%	403

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

AllSquare Wealth Management's BEPC Position: Q3 2025 in Review

AllSquare Wealth Management held its Brookfield Renewable (BEPC) position steady in Q3 2025 at 225 shares worth $7.75K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

AllSquare Wealth Management first reported a position in BEPC in Q3 2020 and has held it in 21 quarters since. The position peaked at $13K in Q4 2020. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

AllSquare Wealth Management held 225 shares of Brookfield Renewable worth $7.75K as of Q3 2025.
AllSquare Wealth Management left its Brookfield Renewable share count unchanged in Q3 2025.
Brookfield Renewable made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #403 holding.
AllSquare Wealth Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 21 quarters since.
AllSquare Wealth Management's Brookfield Renewable position peaked at $13K in Q4 2020.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.