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Heartwood Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-13
Closed -$447 – 245
2025
Q3 		$447 Buy
+13
New +$446 ﹤0.01% 605

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
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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Heartwood Wealth Advisors's BEPC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Brookfield Renewable (BEPC) in Q4 2025, closing a stake of 13 shares — an estimated $447 sold.

Heartwood Wealth Advisors first reported a position in BEPC in Q3 2025 and held it in 1 quarter. The position peaked at $447 in Q3 2025. 416 funds tracked by Wall St. Rank hold BEPC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 13 Brookfield Renewable shares in Q4 2025, an estimated $447.
  • Heartwood Wealth Advisors first reported a position in Brookfield Renewable in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Brookfield Renewable position peaked at $447 in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.