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Carmel Capital Partners’s Brookfield Renewable BEPC Stock Holding History

Carmel Capital Partners’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
-16,229
Closed -$532K – 111
2025
Q2 		$532K Sell
16,229
-22,942
-59% -$670K 0.19% 85
2025
Q1 		$1.09M Sell
39,171
-448
-1% -$12.3K 0.43% 57
2024
Q4 		$1.1M Buy
39,619
+2,897
+8% +$89.1K 0.44% 51
2024
Q3 		$1.2M Sell
36,722
-363
-1% -$10.5K 0.46% 45
2024
Q2 		$1.05M Buy
37,085
+2,517
+7% +$70.4K 0.44% 47
2024
Q1 		$849K Sell
34,568
-2,947
-8% -$77.3K 0.35% 58
2023
Q4 		$1.08M Sell
37,515
-6,122
-14% -$156K 0.55% 39
2023
Q3 		$1.04M Buy
43,637
+1,032
+2% +$29.9K 0.47% 42
2023
Q2 		$1.34M Buy
42,605
+8,243
+24% +$278K 0.69% 30
2023
Q1 		$1.2M Buy
34,362
+1,827
+6% +$55.3K 0.71% 25
2022
Q4 		$896K Sell
32,535
-390
-1% -$12K 0.62% 35
2022
Q3 		$1.08M Buy
32,925
+7,587
+30% +$292K 1.04% 18
2022
Q2 		$902K Buy
25,338
+4,442
+21% +$164K 0.84% 36
2022
Q1 		$915K Buy
20,896
+2,686
+15% +$99.2K 0.76% 38
2021
Q4 		$671K Buy
+18,210
New +$695K 0.5% 52

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

Carmel Capital Partners's BEPC Position: Q3 2025 in Review

Carmel Capital Partners sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 16,229 shares — an estimated $532K sold.

Carmel Capital Partners first reported a position in BEPC in Q4 2021 and held it in 15 quarters. The position peaked at $1.34M in Q2 2023. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • Carmel Capital Partners reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Carmel Capital Partners sold 16,229 Brookfield Renewable shares in Q3 2025, an estimated $532K.
  • Carmel Capital Partners first reported a position in Brookfield Renewable in Q4 2021 and held it in 15 quarters.
  • Carmel Capital Partners's Brookfield Renewable position peaked at $1.34M in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Carmel Capital Partners's 13F filing for Q3 2025, filed 30 Oct 2025.