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Forum Financial Management’s Brookfield Renewable BEPC Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-21,732
Closed -$833K – 409
2025
Q4 		$833K Buy
21,732
+375
+2% +$15.1K 0.01% 298
2025
Q3 		$735K Hold
21,357
– – 0.01% 314
2025
Q2 		$700K Sell
21,357
-5
-0% -$146 0.01% 301
2025
Q1 		$596K Sell
21,362
-3
-0% -$82 0.01% 313
2024
Q4 		$591K Sell
21,365
-860
-4% -$26.4K 0.01% 321
2024
Q3 		$726K Buy
22,225
+5
+0% +$145 0.01% 237
2024
Q2 		$631K Sell
22,220
-409
-2% -$11.4K 0.01% 246
2024
Q1 		$556K Buy
22,629
+422
+2% +$11.1K 0.01% 297
2023
Q4 		$639K Sell
22,207
-412
-2% -$10.5K 0.01% 235
2023
Q3 		$541K Hold
22,619
– – 0.01% 263
2023
Q2 		$713K Buy
22,619
+9,930
+78% +$335K 0.02% 218
2023
Q1 		$443K Buy
+12,689
New +$384K 0.01% 289

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return