Edgemoor Investment Advisors’s Brookfield Renewable BEPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
53,420
+8,215
| +18% | +$269K | 0.15% | 79 |
|
|
2025
Q1 | $1.26M | Buy |
45,205
+1,329
| +3% | +$37.1K | 0.12% | 85 |
|
|
2024
Q4 | $1.21M | Buy |
43,876
+2,118
| +5% | +$58.6K | 0.11% | 88 |
|
|
2024
Q3 | $1.36M | Buy |
41,758
+2,511
| +6% | +$82K | 0.12% | 84 |
|
|
2024
Q2 | $1.11M | Buy |
39,247
+1,051
| +3% | +$29.8K | 0.1% | 85 |
|
|
2024
Q1 | $938K | Buy |
38,196
+20,396
| +115% | +$501K | 0.09% | 91 |
|
|
2023
Q4 | $512K | Sell |
17,800
-754
| -4% | -$21.7K | 0.05% | 111 |
|
|
2023
Q3 | $444K | Buy |
18,554
+230
| +1% | +$5.51K | 0.05% | 112 |
|
|
2023
Q2 | $578K | Sell |
18,324
-225
| -1% | -$7.09K | 0.07% | 105 |
|
|
2023
Q1 | $648K | Sell |
18,549
-544
| -3% | -$19K | 0.08% | 98 |
|
|
2022
Q4 | $526K | Buy |
19,093
+2,000
| +12% | +$55.1K | 0.07% | 112 |
|
|
2022
Q3 | $559K | Buy |
17,093
+1,623
| +10% | +$53.1K | 0.07% | 97 |
|
|
2022
Q2 | $551K | Buy |
15,470
+2,290
| +17% | +$81.6K | 0.07% | 106 |
|
|
2022
Q1 | $577K | Buy |
13,180
+3,750
| +40% | +$164K | 0.06% | 108 |
|
|
2021
Q4 | $347K | Buy |
+9,430
| New | +$347K | 0.04% | 115 |
|