Baldwin Investment Management’s Brookfield Renewable BEPC Stock Holding History

Baldwin Investment 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 Q3	–	Sell	-6,802	Closed	-$214K	–	194
2023 Q2	$214K	Hold	6,802	–	–	0.04%	191
2023 Q1	$238K	Buy	+6,802	New	+$206K	0.04%	185
2022 Q4	–	Sell	-6,802	Closed	-$222	–	196
2022 Q3	$222	Sell	6,802 -141	-2%	-$5.42K	0.05%	192
2022 Q2	$247	Hold	6,943	–	–	0.05%	201
2022 Q1	$304	Hold	6,943	–	–	0.05%	203
2021 Q4	$256	Hold	6,943	–	–	0.04%	223
2021 Q3	$269K	Hold	6,943	–	–	0.05%	208
2021 Q2	$291K	Hold	6,943	–	–	0.05%	207
2021 Q1	$325K	Hold	6,943	–	–	0.06%	197
2020 Q4	$405K	Sell	6,943 -44	-0.6%	-$2.12K	0.08%	161
2020 Q3	$273K	Buy	+6,987	New	+$234K	0.06%	170

Other funds holding BEPC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Baldwin Investment Management's BEPC Position: Q3 2023 in Review

Baldwin Investment Management sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 6,802 shares — an estimated $214K sold.

Baldwin Investment Management first reported a position in BEPC in Q3 2020 and held it in 11 quarters. The position peaked at $405K in Q4 2020. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

Baldwin Investment Management reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
Baldwin Investment Management sold 6,802 Brookfield Renewable shares in Q3 2023, an estimated $214K.
Baldwin Investment Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 11 quarters.
Baldwin Investment Management's Brookfield Renewable position peaked at $405K in Q4 2020.
332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Baldwin Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.