Edgemoor Investment Advisors’s Brookfield Renewable BEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Sell |
64,409
-1,652
| -3% | -$42.1K | 0.14% | 82 |
|
|
2025
Q1 | $1.46M | Buy |
66,061
+1,295
| +2% | +$28.7K | 0.13% | 81 |
|
|
2024
Q4 | $1.48M | Buy |
64,766
+14
| +0% | +$319 | 0.13% | 82 |
|
|
2024
Q3 | $1.82M | Buy |
64,752
+3,288
| +5% | +$92.7K | 0.16% | 72 |
|
|
2024
Q2 | $1.52M | Sell |
61,464
-800
| -1% | -$19.8K | 0.14% | 74 |
|
|
2024
Q1 | $1.45M | Buy |
62,264
+5,166
| +9% | +$120K | 0.14% | 76 |
|
|
2023
Q4 | $1.5M | Sell |
57,098
-2,974
| -5% | -$78.2K | 0.16% | 75 |
|
|
2023
Q3 | $1.31M | Buy |
60,072
+9,630
| +19% | +$209K | 0.15% | 79 |
|
|
2023
Q2 | $1.49M | Buy |
50,442
+310
| +0.6% | +$9.14K | 0.17% | 75 |
|
|
2023
Q1 | $1.58M | Buy |
50,132
+3,077
| +7% | +$97K | 0.19% | 72 |
|
|
2022
Q4 | $1.19M | Sell |
47,055
-707
| -1% | -$17.9K | 0.15% | 83 |
|
|
2022
Q3 | $1.5M | Sell |
47,762
-410
| -0.9% | -$12.8K | 0.2% | 75 |
|
|
2022
Q2 | $1.68M | Buy |
48,172
+616
| +1% | +$21.4K | 0.21% | 73 |
|
|
2022
Q1 | $1.95M | Buy |
47,556
+1,860
| +4% | +$76.4K | 0.21% | 72 |
|
|
2021
Q4 | $1.64M | Buy |
45,696
+17,741
| +63% | +$635K | 0.17% | 70 |
|
|
2021
Q3 | $1.03M | Buy |
+27,955
| New | +$1.03M | 0.12% | 76 |
|