Baldrige Asset Management’s Brookfield Renewable BEPC Stock Holding History

Baldrige Asset 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
2023 Q1	$6K	Buy	167 +75	+82%	+$2.27K	﹤0.01%	281
2022 Q4	$3K	Hold	92	–	–	﹤0.01%	279
2022 Q3	$3K	Hold	92	–	–	﹤0.01%	272
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	277
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	282
2021 Q4	$3K	Hold	92	–	–	﹤0.01%	299
2021 Q3	$4K	Hold	92	–	–	﹤0.01%	318
2021 Q2	$4K	Buy	+92	New	+$3.91K	﹤0.01%	321

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldrige Asset Management's BEPC Position: Q1 2023 in Review

Baldrige Asset Management increased its Brookfield Renewable (BEPC) stake by 82% in Q1 2023, buying an estimated $2.27K and bringing the position to 167 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Baldrige Asset Management first reported a position in BEPC in Q2 2021 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

Baldrige Asset Management held 167 shares of Brookfield Renewable worth $6K as of Q1 2023.
Baldrige Asset Management bought 75 Brookfield Renewable shares in Q1 2023, an estimated $2.27K.
Brookfield Renewable made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #281 holding.
Baldrige Asset Management first reported a position in Brookfield Renewable in Q2 2021 and has held it in 8 quarters since.
351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.