Focus Partners Wealth’s Brookfield Renewable BEPC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.26M Sell
157,270
-2,783
-2% -$113K 0.01% 858
2025
Q4
$6.13M Buy
160,053
+3,080
+2% +$124K 0.01% 875
2025
Q3
$5.41M Sell
156,973
-475
-0.3% -$16.3K 0.01% 724
2025
Q2
$5.16M Buy
157,448
+2,284
+1% +$66.7K 0.01% 668
2025
Q1
$4.33M Buy
155,164
+973
+0.6% +$26.7K 0.01% 670
2024
Q4
$4.26M Sell
154,191
-4,171
-3% -$128K 0.01% 655
2024
Q3
$5.17M Sell
158,362
-4,373
-3% -$127K 0.02% 553
2024
Q2
$4.62M Buy
162,735
+1,468
+0.9% +$41K 0.02% 508
2024
Q1
$3.96M Buy
161,267
+45,566
+39% +$1.19M 0.03% 366
2023
Q4
$3.33M Buy
+115,701
New +$2.95M 0.04% 281

Other funds holding BEPC