Ameritas Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-2,357	Closed	-$81.1K	–	1028
2025 Q3	$81.1K	Buy	+2,357	New	+$80.8K	0.01%	907
2023 Q2	–	Sell	-5,994	Closed	-$209K	–	730
2023 Q1	$209K	Sell	5,994 -5,347	-47%	-$162K	0.01%	752
2022 Q4	$312K	Buy	+11,341	New	+$350K	0.01%	704
2022 Q3	–	Sell	-6,264	Closed	-$223K	–	760
2022 Q2	$223K	Buy	6,264 +465	+8%	+$17.2K	0.01%	717
2022 Q1	$254K	Buy	5,799 +175	+3%	+$6.46K	0.01%	717
2021 Q4	$207K	Buy	+5,624	New	+$215K	0.01%	768

Other funds holding BEPC

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

ClearBridge Investments

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

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

Parnassus Investments

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

Principal Financial Group

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

Legal & General Group

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

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

Canada Pension Plan Investment Board

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

Baird Financial Group

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