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BKM Wealth Management’s Brookfield Renewable BEPC Stock Holding History

BKM 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
-19,672
Closed -$645K – 156
2025
Q2 		$645K Sell
19,672
-294
-1% -$8.58K 0.25% 92
2025
Q1 		$557K Buy
19,966
+2,093
+12% +$57.4K 0.23% 101
2024
Q4 		$494K Sell
17,873
-147
-0.8% -$4.52K 0.2% 107
2024
Q3 		$589K Sell
18,020
-1,044
-5% -$30.3K 0.24% 104
2024
Q2 		$541K Buy
19,064
+3,181
+20% +$88.9K 0.26% 101
2024
Q1 		$390K Buy
15,883
+2,797
+21% +$73.3K 0.17% 120
2023
Q4 		$377K Buy
+13,086
New +$334K 0.16% 111

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

BKM Wealth Management sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 19,672 shares — an estimated $645K sold.

BKM Wealth Management first reported a position in BEPC in Q4 2023 and held it in 7 quarters. The position peaked at $645K in Q2 2025. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • BKM Wealth Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • BKM Wealth Management sold 19,672 Brookfield Renewable shares in Q3 2025, an estimated $645K.
  • BKM Wealth Management first reported a position in Brookfield Renewable in Q4 2023 and held it in 7 quarters.
  • BKM Wealth Management's Brookfield Renewable position peaked at $645K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on BKM Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.