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Concord Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Concord Wealth 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
Q2 		– Sell
-39
Closed -$1.09K – 869
2025
Q1 		$1.09K Hold
39
– – ﹤0.01% 726
2024
Q4 		$1.08K Hold
39
– – ﹤0.01% 787
2024
Q3 		$1.27K Buy
+39
New +$1.13K ﹤0.01% 799

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 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

Concord Wealth Partners's BEPC Position: Q2 2025 in Review

Concord Wealth Partners sold out of Brookfield Renewable (BEPC) in Q2 2025, closing a stake of 39 shares — an estimated $1.09K sold.

Concord Wealth Partners first reported a position in BEPC in Q3 2024 and held it in 3 quarters. The position peaked at $1.27K in Q3 2024. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

  • Concord Wealth Partners reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 39 Brookfield Renewable shares in Q2 2025, an estimated $1.09K.
  • Concord Wealth Partners first reported a position in Brookfield Renewable in Q3 2024 and held it in 3 quarters.
  • Concord Wealth Partners's Brookfield Renewable position peaked at $1.27K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Concord Wealth Partners's 13F filing for Q2 2025, filed 25 Jul 2025.