Cerity Partners
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Cerity Partners’s Brookfield Renewable BEPC Stock Holding History

Cerity 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
-9,468
Closed -$310K – 2757
2025
Q2 		$310K Buy
9,468
+1,820
+24% +$53.1K ﹤0.01% 2138
2025
Q1 		$214K Buy
+7,648
New +$210K ﹤0.01% 2188
2024
Q4 		– Sell
-18,028
Closed -$589K – 2438
2024
Q3 		$589K Buy
18,028
+8,701
+93% +$252K ﹤0.01% 1684
2024
Q2 		$265K Sell
9,327
-3,089
-25% -$86.3K ﹤0.01% 1887
2024
Q1 		$305K Sell
12,416
-51,191
-80% -$1.34M ﹤0.01% 1857
2023
Q4 		$1.83M Buy
63,607
+3,076
+5% +$78.4K 0.01% 793
2023
Q3 		$1.45M Sell
60,531
-345
-0.6% -$10K 0.01% 660
2023
Q2 		$1.92M Buy
+60,876
New +$2.05M 0.01% 740

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

Cerity Partners's BEPC Position: Q3 2025 in Review

Cerity Partners sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 9,468 shares — an estimated $310K sold.

Cerity Partners first reported a position in BEPC in Q2 2023 and held it in 8 quarters. The position peaked at $1.92M in Q2 2023. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • Cerity Partners reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 9,468 Brookfield Renewable shares in Q3 2025, an estimated $310K.
  • Cerity Partners first reported a position in Brookfield Renewable in Q2 2023 and held it in 8 quarters.
  • Cerity Partners's Brookfield Renewable position peaked at $1.92M in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.