KIA
BEPC icon

KCM Investment Advisors’s Brookfield Renewable BEPC Stock Holding History

KCM Investment 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
2023
Q4 		– Sell
-11,029
Closed -$264K – 367
2023
Q3 		$264K Sell
11,029
-778
-7% -$22.6K 0.01% 325
2023
Q2 		$372K Buy
11,807
+1,023
+9% +$34.5K 0.01% 294
2023
Q1 		$377K Buy
10,784
+344
+3% +$10.4K 0.02% 305
2022
Q4 		$288K Buy
10,440
+2,015
+24% +$62.2K 0.01% 335
2022
Q3 		$275K Buy
+8,425
New +$324K 0.01% 322

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KCM Investment Advisors's BEPC Position: Q4 2023 in Review

KCM Investment Advisors sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 11,029 shares — an estimated $264K sold.

KCM Investment Advisors first reported a position in BEPC in Q3 2022 and held it in 5 quarters. The position peaked at $377K in Q1 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • KCM Investment Advisors reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • KCM Investment Advisors sold 11,029 Brookfield Renewable shares in Q4 2023, an estimated $264K.
  • KCM Investment Advisors first reported a position in Brookfield Renewable in Q3 2022 and held it in 5 quarters.
  • KCM Investment Advisors's Brookfield Renewable position peaked at $377K in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on KCM Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.