LNC
BEPC icon

Lincoln National Corp’s Brookfield Renewable BEPC Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-15,086
Closed -$371K – 123
2024
Q1 		$371K Buy
15,086
+3,120
+26% +$81.8K 0.01% 866
2023
Q4 		$345K Buy
+11,966
New +$305K 0.01% 818

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Lincoln National Corp's BEPC Position: Q2 2024 in Review

Lincoln National Corp sold out of Brookfield Renewable (BEPC) in Q2 2024, closing a stake of 15,086 shares — an estimated $371K sold.

Lincoln National Corp first reported a position in BEPC in Q4 2023 and held it in 2 quarters. The position peaked at $371K in Q1 2024. 357 funds tracked by Wall St. Rank hold BEPC as of Q2 2024.

  • Lincoln National Corp reported no remaining Brookfield Renewable position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 15,086 Brookfield Renewable shares in Q2 2024, an estimated $371K.
  • Lincoln National Corp first reported a position in Brookfield Renewable in Q4 2023 and held it in 2 quarters.
  • Lincoln National Corp's Brookfield Renewable position peaked at $371K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.