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Empowered Funds’s Brookfield Renewable BEPC Stock Holding History

Empowered Funds’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
Q2 		– Sell
-30,745
Closed -$755K – 1373
2024
Q1 		$755K Sell
30,745
-1,823
-6% -$47.8K 0.01% 976
2023
Q4 		$938K Sell
32,568
-1,080
-3% -$27.5K 0.02% 793
2023
Q3 		$806K Buy
33,648
+1,550
+5% +$45K 0.02% 739
2023
Q2 		$1.01M Buy
32,098
+8,123
+34% +$274K 0.04% 607
2023
Q1 		$838K Buy
+23,975
New +$726K 0.05% 315
2022
Q4 		– Sell
-21,850
Closed -$675K – 457
2022
Q3 		$714K Buy
+21,850
New +$840K 0.07% 221

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Empowered Funds's BEPC Position: Q2 2024 in Review

Empowered Funds sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 30,745 shares — an estimated $755K sold.

Empowered Funds first reported a position in BEPC in Q3 2022 and held it in 6 quarters. The position peaked at $1.01M in Q2 2023. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Empowered Funds reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Empowered Funds sold 30,745 Brookfield Renewable shares in Q2 2024, an estimated $755K.
  • Empowered Funds first reported a position in Brookfield Renewable in Q3 2022 and held it in 6 quarters.
  • Empowered Funds's Brookfield Renewable position peaked at $1.01M in Q2 2023.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Empowered Funds's 13F filing for Q2 2024, filed 30 Jul 2024.