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Correct Capital Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Correct Capital Wealth Management’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
2024
Q4 		– Sell
-13,913
Closed -$454K – 117
2024
Q3 		$454K Sell
13,913
-19,808
-59% -$574K 0.1% 87
2024
Q2 		$957K Buy
33,721
+4,393
+15% +$123K 0.22% 51
2024
Q1 		$721K Buy
29,328
+6,067
+26% +$159K 0.17% 71
2023
Q4 		$670K Buy
+23,261
New +$593K 0.17% 67

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Correct Capital Wealth Management's BEPC Position: Q4 2024 in Review

Correct Capital Wealth Management sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 13,913 shares — an estimated $454K sold.

Correct Capital Wealth Management first reported a position in BEPC in Q4 2023 and held it in 4 quarters. The position peaked at $957K in Q2 2024. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

  • Correct Capital Wealth Management reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Correct Capital Wealth Management sold 13,913 Brookfield Renewable shares in Q4 2024, an estimated $454K.
  • Correct Capital Wealth Management first reported a position in Brookfield Renewable in Q4 2023 and held it in 4 quarters.
  • Correct Capital Wealth Management's Brookfield Renewable position peaked at $957K in Q2 2024.
  • 353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Correct Capital Wealth Management's 13F filing for Q4 2024, filed 30 Apr 2025.