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Integrated Wealth Concepts’s Brookfield Renewable BEPC Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-7,674
Closed -$214K – 1905
2025
Q1 		$214K Buy
+7,674
New +$210K ﹤0.01% 1585

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
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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Integrated Wealth Concepts's BEPC Position: Q2 2025 in Review

Integrated Wealth Concepts sold out of Brookfield Renewable (BEPC) in Q2 2025, closing a stake of 7,674 shares — an estimated $214K sold.

Integrated Wealth Concepts first reported a position in BEPC in Q1 2025 and held it in 1 quarter. The position peaked at $214K in Q1 2025. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

  • Integrated Wealth Concepts reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 7,674 Brookfield Renewable shares in Q2 2025, an estimated $214K.
  • Integrated Wealth Concepts first reported a position in Brookfield Renewable in Q1 2025 and held it in 1 quarter.
  • Integrated Wealth Concepts's Brookfield Renewable position peaked at $214K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Integrated Wealth Concepts's 13F filing for Q2 2025, filed 14 Aug 2025.