Atticus Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Atticus 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	–	Sell	-414	Closed	-$13.6K	–	244
2025 Q2	$13.6K	Hold	414	–	–	﹤0.01%	449
2025 Q1	$11.6K	Hold	414	–	–	﹤0.01%	363
2024 Q4	$11.5K	Hold	414	–	–	﹤0.01%	379
2024 Q3	$13.5K	Hold	414	–	–	﹤0.01%	369
2024 Q2	$11.8K	Hold	414	–	–	﹤0.01%	365
2024 Q1	$10.2K	Hold	414	–	–	﹤0.01%	396
2023 Q4	$11.9K	Sell	414 -1,102	-73%	-$28.1K	﹤0.01%	385
2023 Q3	$36.3K	Hold	1,516	–	–	0.01%	281
2023 Q2	$47.8K	Hold	1,516	–	–	0.02%	262
2023 Q1	$53K	Hold	1,516	–	–	0.02%	249
2022 Q4	$41.8K	Sell	1,516 -23	-1%	-$710	0.02%	273
2022 Q3	$55K	Hold	1,539	–	–	0.03%	222
2022 Q2	$55K	Sell	1,539 -262	-15%	-$9.69K	0.02%	243
2022 Q1	$79K	Hold	1,801	–	–	0.03%	214
2021 Q4	$66K	Hold	1,801	–	–	0.03%	198
2021 Q3	$70K	Hold	1,801	–	–	0.03%	200
2021 Q2	$76K	Hold	1,801	–	–	0.03%	194
2021 Q1	$84K	Hold	1,801	–	–	0.04%	171
2020 Q4	$105K	Buy	1,801 +1,387	+335%	+$66.7K	0.05%	149
2020 Q3	$16K	Buy	+414	New	+$13.9K	0.01%	234

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

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

Atticus Wealth Management sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 414 shares — an estimated $13.6K sold.

Atticus Wealth Management first reported a position in BEPC in Q3 2020 and held it in 20 quarters. The position peaked at $105K in Q4 2020. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Atticus Wealth Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 414 Brookfield Renewable shares in Q3 2025, an estimated $13.6K.
Atticus Wealth Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 20 quarters.
Atticus Wealth Management's Brookfield Renewable position peaked at $105K in Q4 2020.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.