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BerganKDV Wealth Management’s Brookfield Renewable BEPC Stock Holding History

BerganKDV 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
2022
Q4 		– Sell
-12
Closed – – 1051
2022
Q3 		$0 Hold
12
– – ﹤0.01% 967
2022
Q2 		$0 Hold
12
– – ﹤0.01% 972
2022
Q1 		$1K Buy
+12
New +$443 ﹤0.01% 900
2021
Q4 		– Sell
-14
Closed -$1K – 1053
2021
Q3 		$1K Buy
14
+3
+27% +$126 ﹤0.01% 939
2021
Q2 		$0 Buy
+11
New +$468 ﹤0.01% 981

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BerganKDV Wealth Management's BEPC Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Brookfield Renewable (BEPC) in Q4 2022, closing a stake of 12 shares.

BerganKDV Wealth Management first reported a position in BEPC in Q2 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 361 funds tracked by Wall St. Rank hold BEPC as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 12 Brookfield Renewable shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Brookfield Renewable in Q2 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Brookfield Renewable position peaked at $1K in Q1 2022.
  • 361 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.