Corient Private Wealth
BEPC icon

Corient Private Wealth’s Brookfield Renewable BEPC Stock Holding History

Corient 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
2026
Q1 		$514K Sell
13,511
-10,488
-44% -$427K ﹤0.01% 2019
2025
Q4 		$904K Buy
23,999
+12,393
+107% +$499K ﹤0.01% 1936
2025
Q3 		$399K Buy
11,606
+4,606
+66% +$158K ﹤0.01% 1943
2025
Q2 		$229K Sell
7,000
-1,441
-17% -$42.1K ﹤0.01% 2152
2025
Q1 		$236K Sell
8,441
-4,900
-37% -$134K ﹤0.01% 1978
2024
Q4 		$369K Sell
13,341
-3,234
-20% -$99.4K ﹤0.01% 1784
2024
Q3 		$541K Buy
16,575
+2,237
+16% +$64.9K ﹤0.01% 1690
2024
Q2 		$407K Buy
14,338
+5,728
+67% +$160K ﹤0.01% 1754
2024
Q1 		$212K Sell
8,610
-280
-3% -$7.34K ﹤0.01% 2077
2023
Q4 		$256K Buy
+8,890
New +$227K ﹤0.01% 1949

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return