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M. Kulyk & Associates’s Brookfield Renewable BEPC Stock Holding History

M. Kulyk & Associates’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
-8,136
Closed -$266K – 107
2024
Q3 		$266K Sell
8,136
-715
-8% -$20.7K 0.05% 96
2024
Q2 		$251K Sell
8,851
-1,865
-17% -$52.1K 0.06% 95
2024
Q1 		$263K Sell
10,716
-54,020
-83% -$1.42M 0.06% 95
2023
Q4 		$1.86M Buy
64,736
+248
+0.4% +$6.32K 0.43% 53
2023
Q3 		$1.54M Buy
64,488
+5,726
+10% +$166K 0.43% 52
2023
Q2 		$1.85M Buy
58,762
+2,165
+4% +$73.1K 0.52% 51
2023
Q1 		$1.98M Buy
56,597
+2,927
+5% +$88.6K 0.6% 47
2022
Q4 		$1.48M Buy
53,670
+2,045
+4% +$63.2K 0.49% 54
2022
Q3 		$1.69M Buy
51,625
+8,237
+19% +$317K 0.59% 51
2022
Q2 		$1.54M Buy
43,388
+9,071
+26% +$335K 0.48% 48
2022
Q1 		$1.5M Buy
+34,317
New +$1.27M 0.41% 47

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

M. Kulyk & Associates's BEPC Position: Q4 2024 in Review

M. Kulyk & Associates sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 8,136 shares — an estimated $266K sold.

M. Kulyk & Associates first reported a position in BEPC in Q1 2022 and held it in 11 quarters. The position peaked at $1.98M in Q1 2023. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

  • M. Kulyk & Associates reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • M. Kulyk & Associates sold 8,136 Brookfield Renewable shares in Q4 2024, an estimated $266K.
  • M. Kulyk & Associates first reported a position in Brookfield Renewable in Q1 2022 and held it in 11 quarters.
  • M. Kulyk & Associates's Brookfield Renewable position peaked at $1.98M in Q1 2023.
  • 353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on M. Kulyk & Associates's 13F filing for Q4 2024, filed 7 Feb 2025.