BC
BEPC icon

Bartlett & Co’s Brookfield Renewable BEPC Stock Holding History

Bartlett & Co’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
Q4 		$29K Buy
+1,025
New +$26.1K ﹤0.01% 799
2022
Q4 		– Sell
-26
Closed -$1K – 1080
2022
Q3 		$1K Sell
26
-44
-63% -$1.69K ﹤0.01% 1090
2022
Q2 		$2K Buy
+70
New +$2.59K ﹤0.01% 1154

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co's BEPC Position: Q4 2023 in Review

Bartlett & Co opened a new position in Brookfield Renewable (BEPC) in Q4 2023: 1,025 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in BEPC as recently as Q3 2022.

Bartlett & Co first reported a position in BEPC in Q2 2022 and has held it in 3 quarters since. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Bartlett & Co held 1,025 shares of Brookfield Renewable worth $29K as of Q4 2023.
  • Brookfield Renewable was a new Bartlett & Co position in Q4 2023.
  • Brookfield Renewable made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #799 holding.
  • Bartlett & Co first reported a position in Brookfield Renewable in Q2 2022 and has held it in 3 quarters since.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.