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Freedom Investment Management’s Brookfield Renewable BEPC Stock Holding History

Freedom 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
Q3 		– Sell
-23,818
Closed -$781K – 205
2025
Q2 		$781K Sell
23,818
-2,674
-10% -$78.1K 0.06% 313
2025
Q1 		$740K Sell
26,492
-899
-3% -$24.6K 0.06% 317
2024
Q4 		$758K Buy
27,391
+1,530
+6% +$47K 0.06% 307
2024
Q3 		$845K Sell
25,861
-1,430
-5% -$41.5K 0.07% 292
2024
Q2 		$775K Sell
27,291
-3,301
-11% -$92.3K 0.06% 304
2024
Q1 		$752K Sell
30,592
-6,464
-17% -$169K 0.06% 327
2023
Q4 		$1.07M Sell
37,056
-2,262
-6% -$57.7K 0.09% 220
2023
Q3 		$941K Sell
39,318
-4,486
-10% -$130K 0.12% 219
2023
Q2 		$1.38M Buy
43,804
+121
+0.3% +$4.08K 0.15% 160
2023
Q1 		$1.53M Sell
43,683
-2,621
-6% -$79.3K 0.17% 157
2022
Q4 		$1.28M Sell
46,304
-4,831
-9% -$149K 0.14% 194
2022
Q3 		$1.67M Sell
51,135
-8,472
-14% -$326K 0.19% 129
2022
Q2 		$2.12M Sell
59,607
-28,604
-32% -$1.06M 0.23% 106
2022
Q1 		$3.86M Sell
88,211
-29,354
-25% -$1.08M 0.35% 68
2021
Q4 		$4.33M Buy
117,565
+2,461
+2% +$93.9K 0.32% 64
2021
Q3 		$4.47M Buy
115,104
+23,462
+26% +$983K 0.34% 58
2021
Q2 		$3.84M Buy
91,642
+1,904
+2% +$81K 0.29% 73
2021
Q1 		$4.2M Buy
+89,738
New +$4.58M 0.33% 63

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Freedom Investment Management's BEPC Position: Q3 2025 in Review

Freedom Investment Management sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 23,818 shares — an estimated $781K sold.

Freedom Investment Management first reported a position in BEPC in Q1 2021 and held it in 18 quarters. The position peaked at $4.47M in Q3 2021. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • Freedom Investment Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 23,818 Brookfield Renewable shares in Q3 2025, an estimated $781K.
  • Freedom Investment Management first reported a position in Brookfield Renewable in Q1 2021 and held it in 18 quarters.
  • Freedom Investment Management's Brookfield Renewable position peaked at $4.47M in Q3 2021.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.