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Carolina Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Carolina Wealth Advisors’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
Q1 		– Sell
-42
Closed -$1.16K – 287
2024
Q4 		$1.16K Hold
42
– – ﹤0.01% 255
2024
Q3 		$1.37K Buy
+42
New +$1.22K ﹤0.01% 294

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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Carolina Wealth Advisors's BEPC Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 42 shares — an estimated $1.16K sold.

Carolina Wealth Advisors first reported a position in BEPC in Q3 2024 and held it in 2 quarters. The position peaked at $1.37K in Q3 2024. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 42 Brookfield Renewable shares in Q1 2025, an estimated $1.16K.
  • Carolina Wealth Advisors first reported a position in Brookfield Renewable in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Brookfield Renewable position peaked at $1.37K in Q3 2024.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.