M&R Capital Management’s Brookfield Renewable BEPC Stock Holding History

M&R 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
2024 Q3	$95.7K	Hold	2,929	–	–	0.02%	186
2024 Q2	$83.1K	Hold	2,929	–	–	0.02%	189
2024 Q1	$72K	Sell	2,929 -350	-11%	-$9.18K	0.02%	201
2023 Q4	$94.4K	Buy	3,279 +99	+3%	+$2.52K	0.02%	201
2023 Q3	$76.1K	Hold	3,180	–	–	0.02%	209
2023 Q2	$100K	Buy	3,180 +142	+5%	+$4.79K	0.03%	186
2023 Q1	$106K	Buy	+3,038	New	+$92K	0.03%	180

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

M&R Capital Management's BEPC Position: Q3 2024 in Review

M&R Capital Management held its Brookfield Renewable (BEPC) position steady in Q3 2024 at 2,929 shares worth $95.7K. The position accounts for 0.02% of the portfolio, ranked #186.

M&R Capital Management first reported a position in BEPC in Q1 2023 and has held it in 7 quarters since. The position peaked at $106K in Q1 2023. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

M&R Capital Management held 2,929 shares of Brookfield Renewable worth $95.7K as of Q3 2024.
M&R Capital Management left its Brookfield Renewable share count unchanged in Q3 2024.
Brookfield Renewable made up 0.02% of M&R Capital Management's portfolio in Q3 2024, its #186 holding.
M&R Capital Management first reported a position in Brookfield Renewable in Q1 2023 and has held it in 7 quarters since.
M&R Capital Management's Brookfield Renewable position peaked at $106K in Q1 2023.
364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.