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BOK Financial Private Wealth’s Brookfield Renewable BEPC Stock Holding History

BOK Financial Private Wealth’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
-737
Closed -$24.2K – 388
2025
Q2 		$24.2K Buy
+737
New +$21.5K ﹤0.01% 304
2024
Q4 		– Sell
-708
Closed -$23.1K – 648
2024
Q3 		$23.1K Hold
708
– – ﹤0.01% 331
2024
Q2 		$20.1K Hold
708
– – ﹤0.01% 338
2024
Q1 		$17.4K Buy
+708
New +$18.6K ﹤0.01% 336

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

BOK Financial Private Wealth's BEPC Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 737 shares — an estimated $24.2K sold.

BOK Financial Private Wealth first reported a position in BEPC in Q1 2024 and held it in 4 quarters. The position peaked at $24.2K in Q2 2025. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 737 Brookfield Renewable shares in Q3 2025, an estimated $24.2K.
  • BOK Financial Private Wealth first reported a position in Brookfield Renewable in Q1 2024 and held it in 4 quarters.
  • BOK Financial Private Wealth's Brookfield Renewable position peaked at $24.2K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.