HBC Financial Services’s Brookfield Renewable BEPC Stock Holding History

HBC Financial Services’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 Q4	$44K	Sell	1,600 -1,050	-40%	-$32.3K	0.03%	75
2024 Q3	$93K	Buy	2,650 +1,450	+121%	+$42K	0.06%	57
2024 Q2	$33K	Hold	1,200	–	–	0.02%	84
2024 Q1	$30K	Sell	1,200 -300	-20%	-$7.86K	0.02%	82
2023 Q4	$43K	Buy	+1,500	New	+$38.2K	0.03%	70
2021 Q3	–	Sell	-300	Closed	-$11K	–	163
2021 Q2	$11K	Sell	300 -500	-63%	-$21.3K	0.01%	125
2021 Q1	$37.6K	Sell	800 -325	-29%	-$16.6K	0.03%	81
2020 Q4	$69K	Buy	+1,125	New	+$54.1K	0.05%	48

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

HBC Financial Services's BEPC Position: Q4 2024 in Review

HBC Financial Services reduced its Brookfield Renewable (BEPC) stake by 40% in Q4 2024, selling an estimated $32.3K and leaving 1,600 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #75.

HBC Financial Services first reported a position in BEPC in Q4 2020 and has held it in 8 quarters since. The position peaked at $93K in Q3 2024. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

HBC Financial Services held 1,600 shares of Brookfield Renewable worth $44K as of Q4 2024.
HBC Financial Services sold 1,050 Brookfield Renewable shares in Q4 2024, an estimated $32.3K.
Brookfield Renewable made up 0.03% of HBC Financial Services's portfolio in Q4 2024, its #75 holding.
HBC Financial Services first reported a position in Brookfield Renewable in Q4 2020 and has held it in 8 quarters since.
HBC Financial Services's Brookfield Renewable position peaked at $93K in Q3 2024.
353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.