JTC Employer Solutions Trustee’s Brookfield Renewable BEPC Stock Holding History

JTC Employer Solutions Trustee’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	-5,763	Closed	-$189K	–	323
2024 Q3	$189K	Hold	5,763	–	–	0.01%	141
2024 Q2	$163K	Hold	5,763	–	–	0.01%	149
2024 Q1	$141K	Hold	5,763	–	–	0.01%	169
2023 Q4	$165K	Hold	5,763	–	–	0.01%	148
2023 Q3	$138K	Hold	5,763	–	–	0.01%	163
2023 Q2	$182K	Hold	5,763	–	–	0.02%	137
2023 Q1	$201K	Hold	5,763	–	–	0.02%	131
2022 Q4	$159K	Hold	5,763	–	–	0.01%	155
2022 Q3	$190K	Hold	5,763	–	–	0.03%	111
2022 Q2	$205K	Sell	5,763 -1,545	-21%	-$57.1K	0.03%	96
2022 Q1	$320K	Hold	7,308	–	–	0.04%	87
2021 Q4	$267K	Hold	7,308	–	–	0.03%	91
2021 Q3	$284K	Hold	7,308	–	–	0.04%	86
2021 Q2	$307K	Buy	+7,308	New	+$311K	0.05%	75

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

JTC Employer Solutions Trustee's BEPC Position: Q4 2024 in Review

JTC Employer Solutions Trustee sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 5,763 shares — an estimated $189K sold.

JTC Employer Solutions Trustee first reported a position in BEPC in Q2 2021 and held it in 14 quarters. The position peaked at $320K in Q1 2022. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

JTC Employer Solutions Trustee reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 5,763 Brookfield Renewable shares in Q4 2024, an estimated $189K.
JTC Employer Solutions Trustee first reported a position in Brookfield Renewable in Q2 2021 and held it in 14 quarters.
JTC Employer Solutions Trustee's Brookfield Renewable position peaked at $320K in Q1 2022.
353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2024, filed 13 Jan 2025.