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Evelyn Partners Investment Management’s Brookfield Renewable BEPC Stock Holding History

Evelyn Partners Investment 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
2025
Q4 		– Sell
-187
Closed -$6.44K – 414
2025
Q3 		$6.44K Hold
187
– – ﹤0.01% 371
2025
Q2 		$6.13K Hold
187
– – ﹤0.01% 371
2025
Q1 		$5.22K Buy
+187
New +$5.13K ﹤0.01% 374

Other funds holding BEPC

BC
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Evelyn Partners Investment Management's BEPC Position: Q4 2025 in Review

Evelyn Partners Investment Management sold out of Brookfield Renewable (BEPC) in Q4 2025, closing a stake of 187 shares — an estimated $6.44K sold.

Evelyn Partners Investment Management first reported a position in BEPC in Q1 2025 and held it in 3 quarters. The position peaked at $6.44K in Q3 2025. 416 funds tracked by Wall St. Rank hold BEPC as of Q4 2025.

  • Evelyn Partners Investment Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 187 Brookfield Renewable shares in Q4 2025, an estimated $6.44K.
  • Evelyn Partners Investment Management first reported a position in Brookfield Renewable in Q1 2025 and held it in 3 quarters.
  • Evelyn Partners Investment Management's Brookfield Renewable position peaked at $6.44K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.