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Householder Group Estate & Retirement Specialist’s Brookfield Renewable BEPC Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-32
Closed -$1K – 595
2024
Q3 		$1K Buy
+32
New +$928 ﹤0.01% 1083
2024
Q2 		– Sell
-32
Closed -$786 – 1199
2024
Q1 		$786 Hold
32
– – ﹤0.01% 1133
2023
Q4 		$0 Hold
32
– – ﹤0.01% 1133
2023
Q3 		$766 Buy
+32
New +$929 ﹤0.01% 1161
2023
Q1 		$1K Hold
32
– – ﹤0.01% 1127
2022
Q4 		$0 Hold
32
– – ﹤0.01% 396
2022
Q3 		$1K Buy
+32
New +$1.23K ﹤0.01% 1005

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BEPC Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 32 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in BEPC in Q3 2022 and held it in 7 quarters. The position peaked at $1K in Q3 2024. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 32 Brookfield Renewable shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Brookfield Renewable in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Brookfield Renewable position peaked at $1K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.