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Guardian Capital Advisors (Canada)’s Brookfield Renewable BEPC Stock Holding History

Guardian Capital Advisors (Canada)’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
Q3 		$581K Buy
17,758
+1,049
+6% +$30.4K 0.06% 129
2024
Q2 		$506K Sell
16,709
-4,075
-20% -$114K 0.05% 130
2024
Q1 		$459K Buy
20,784
+3,233
+18% +$84.7K 0.05% 129
2023
Q4 		$543K Buy
17,551
+684
+4% +$17.4K 0.06% 126
2023
Q3 		$408K Buy
16,867
+452
+3% +$13.1K 0.05% 134
2023
Q2 		$510K Sell
16,415
-4,917
-23% -$166K 0.06% 121
2023
Q1 		$709K Sell
21,332
-737
-3% -$22.3K 0.08% 106
2022
Q4 		$657K Buy
22,069
+135
+0.6% +$4.17K 0.07% 111
2022
Q3 		$646K Sell
21,934
-619
-3% -$23.8K 0.08% 106
2022
Q2 		$814K Sell
22,553
-1,028
-4% -$38K 0.09% 105
2022
Q1 		$951K Buy
23,581
+7,839
+50% +$290K 0.09% 103
2021
Q4 		$537K Sell
15,742
-1,630
-9% -$62.2K 0.05% 131
2021
Q3 		$655K Hold
17,372
– – 0.07% 116
2021
Q2 		$725K Hold
17,372
– – 0.07% 114
2021
Q1 		$796K Sell
17,372
-1,017
-6% -$51.9K 0.09% 102
2020
Q4 		$1.1M Sell
18,389
-4,321
-19% -$208K 0.15% 88
2020
Q3 		$967K Buy
+22,710
New +$762K 0.15% 87

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Guardian Capital Advisors (Canada)'s BEPC Position: Q3 2024 in Review

Guardian Capital Advisors (Canada) increased its Brookfield Renewable (BEPC) stake by 6.3% in Q3 2024, buying an estimated $30.4K and bringing the position to 17,758 shares worth $581K. The position accounts for 0.06% of the portfolio, ranked #129.

Guardian Capital Advisors (Canada) first reported a position in BEPC in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2020. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Guardian Capital Advisors (Canada) held 17,758 shares of Brookfield Renewable worth $581K as of Q3 2024.
  • Guardian Capital Advisors (Canada) bought 1,049 Brookfield Renewable shares in Q3 2024, an estimated $30.4K.
  • Brookfield Renewable made up 0.06% of Guardian Capital Advisors (Canada)'s portfolio in Q3 2024, its #129 holding.
  • Guardian Capital Advisors (Canada) first reported a position in Brookfield Renewable in Q3 2020 and has held it in 17 quarters since.
  • Guardian Capital Advisors (Canada)'s Brookfield Renewable position peaked at $1.1M in Q4 2020.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Guardian Capital Advisors (Canada)'s 13F filing for Q3 2024, filed 12 Nov 2024.