Mackenzie Financial
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Mackenzie Financial’s Brookfield Renewable BEPC Stock Holding History

Mackenzie Financial’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 		– Sell
-72,150
Closed -$2.04M – 1586
2024
Q2 		$2.04M Sell
72,150
-924
-1% -$25.8K ﹤0.01% 722
2024
Q1 		$1.79M Buy
73,074
+51,427
+238% +$1.35M ﹤0.01% 758
2023
Q4 		$623K Buy
21,647
+469
+2% +$12K ﹤0.01% 947
2023
Q3 		$467K Sell
21,178
-32,911
-61% -$955K ﹤0.01% 1012
2023
Q2 		$1.7M Buy
54,089
+29,115
+117% +$982K ﹤0.01% 758
2023
Q1 		$873K Sell
24,974
-258,314
-91% -$7.82M ﹤0.01% 888
2022
Q4 		$7.79M Buy
283,288
+18,735
+7% +$579K 0.01% 458
2022
Q3 		$8.63M Buy
264,553
+22,021
+9% +$847K 0.01% 441
2022
Q2 		$8.64M Buy
242,532
+74,496
+44% +$2.75M 0.01% 455
2022
Q1 		$7.35M Buy
168,036
+140,691
+515% +$5.2M 0.01% 513
2021
Q4 		$1.01M Sell
27,345
-41,083
-60% -$1.57M ﹤0.01% 906
2021
Q3 		$2.65M Sell
68,428
-160,491
-70% -$6.72M ﹤0.01% 700
2021
Q2 		$9.61M Buy
+228,919
New +$9.73M 0.01% 460
2021
Q1 		– Sell
-5,963
Closed -$347K – 1125
2020
Q4 		$347K Buy
+5,963
New +$287K ﹤0.01% 920

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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Mackenzie Financial's BEPC Position: Q3 2024 in Review

Mackenzie Financial sold out of Brookfield Renewable (BEPC) in Q3 2024, closing a stake of 72,150 shares — an estimated $2.04M sold.

Mackenzie Financial first reported a position in BEPC in Q4 2020 and held it in 14 quarters. The position peaked at $9.61M in Q2 2021. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Mackenzie Financial reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Mackenzie Financial sold 72,150 Brookfield Renewable shares in Q3 2024, an estimated $2.04M.
  • Mackenzie Financial first reported a position in Brookfield Renewable in Q4 2020 and held it in 14 quarters.
  • Mackenzie Financial's Brookfield Renewable position peaked at $9.61M in Q2 2021.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Mackenzie Financial's 13F filing for Q3 2024, filed 13 Nov 2024.