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Howe & Rusling’s Brookfield Renewable BEPC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-86
Closed -$3K – 393
2022
Q3 		$3K Buy
86
+34
+65% +$1.31K ﹤0.01% 767
2022
Q2 		$2K Hold
52
– – ﹤0.01% 844
2022
Q1 		$2K Sell
52
-14
-21% -$517 ﹤0.01% 837
2021
Q4 		$2K Hold
66
– – ﹤0.01% 845
2021
Q3 		$3K Buy
66
+18
+38% +$754 ﹤0.01% 760
2021
Q2 		$2K Hold
48
– – ﹤0.01% 783
2021
Q1 		$2K Buy
+48
New +$2.45K ﹤0.01% 784

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Howe & Rusling's BEPC Position: Q4 2022 in Review

Howe & Rusling sold out of Brookfield Renewable (BEPC) in Q4 2022, closing a stake of 86 shares — an estimated $3K sold.

Howe & Rusling first reported a position in BEPC in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 361 funds tracked by Wall St. Rank hold BEPC as of Q4 2022.

  • Howe & Rusling reported no remaining Brookfield Renewable position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 86 Brookfield Renewable shares in Q4 2022, an estimated $3K.
  • Howe & Rusling first reported a position in Brookfield Renewable in Q1 2021 and held it in 7 quarters.
  • Howe & Rusling's Brookfield Renewable position peaked at $3K in Q3 2022.
  • 361 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.