Kings Point Capital Management’s Brookfield Renewable BEPC Stock Holding History

Kings Point Capital Management’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 Q1	$12M	Buy	273,517 +9,698	+4%	+$358K	1.04%	40
2021 Q4	$9.72M	Sell	263,819 -8,583	-3%	-$328K	0.8%	44
2021 Q3	$10.6M	Buy	272,402 +19,156	+8%	+$803K	0.94%	39
2021 Q2	$10.7M	Buy	253,246 +111,373	+79%	+$4.74M	0.97%	39
2021 Q1	$6.64M	Buy	141,873 +48,187	+51%	+$2.46M	0.65%	50
2020 Q4	$5.46M	Buy	93,686 +7,517	+9%	+$361K	0.58%	54
2020 Q3	$3.37M	Buy	+86,169	New	+$2.89M	0.42%	64

Other funds holding BEPC

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Kings Point Capital Management's BEPC Position: Q1 2022 in Review

Kings Point Capital Management increased its Brookfield Renewable (BEPC) stake by 3.7% in Q1 2022, buying an estimated $358K and bringing the position to 273,517 shares worth $12M. The position accounts for 1.04% of the portfolio, ranked #40.

Kings Point Capital Management first reported a position in BEPC in Q3 2020 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold BEPC as of Q1 2022.

Kings Point Capital Management held 273,517 shares of Brookfield Renewable worth $12M as of Q1 2022.
Kings Point Capital Management bought 9,698 Brookfield Renewable shares in Q1 2022, an estimated $358K.
Brookfield Renewable made up 1.04% of Kings Point Capital Management's portfolio in Q1 2022, its #40 holding.
Kings Point Capital Management first reported a position in Brookfield Renewable in Q3 2020 and has held it in 7 quarters since.
357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.