Gradient Investments’s Brookfield Renewable BEPC Stock Holding History

Gradient Investments’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	-17	Closed	-$418	–	1387
2024 Q1	$418	Hold	17	–	–	﹤0.01%	1044
2023 Q4	$489	Hold	17	–	–	﹤0.01%	1600
2023 Q3	$407	Sell	17 -13	-43%	-$377	﹤0.01%	1587
2023 Q2	$946	Hold	30	–	–	﹤0.01%	1379
2023 Q1	$1.05K	Hold	30	–	–	﹤0.01%	1198
2022 Q4	$826	Hold	30	–	–	﹤0.01%	1231
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1201
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1106
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1081
2021 Q4	$1K	Sell	30 -525	-95%	-$20K	﹤0.01%	1116
2021 Q3	$22K	Hold	555	–	–	﹤0.01%	624
2021 Q2	$23K	Hold	555	–	–	﹤0.01%	608
2021 Q1	$26K	Buy	555 +185	+50%	+$9.44K	﹤0.01%	579
2020 Q4	$22K	Sell	370 -185	-33%	-$8.89K	﹤0.01%	547
2020 Q3	$22K	Buy	+555	New	+$18.6K	﹤0.01%	550

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Gradient Investments's BEPC Position: Q2 2024 in Review

Gradient Investments sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 17 shares — an estimated $418 sold.

Gradient Investments first reported a position in BEPC in Q3 2020 and held it in 15 quarters. The position peaked at $26K in Q1 2021. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

Gradient Investments reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 17 Brookfield Renewable shares in Q2 2024, an estimated $418.
Gradient Investments first reported a position in Brookfield Renewable in Q3 2020 and held it in 15 quarters.
Gradient Investments's Brookfield Renewable position peaked at $26K in Q1 2021.
357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.