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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

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameritas Advisory Services's BEPC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Brookfield Renewable (BEPC) in Q4 2025, closing a stake of 2,357 shares — an estimated $81.1K sold.

Ameritas Advisory Services first reported a position in BEPC in Q4 2021 and held it in 6 quarters. The position peaked at $312K in Q4 2022. 418 funds tracked by Wall St. Rank hold BEPC as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,357 Brookfield Renewable shares in Q4 2025, an estimated $81.1K.
  • Ameritas Advisory Services first reported a position in Brookfield Renewable in Q4 2021 and held it in 6 quarters.
  • Ameritas Advisory Services's Brookfield Renewable position peaked at $312K in Q4 2022.
  • 418 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.