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Madison Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Madison Wealth 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
2023
Q3 		– Sell
-21,000
Closed -$662K – 151
2023
Q2 		$662K Hold
21,000
– – 0.13% 105
2023
Q1 		$734K Hold
21,000
– – 0.16% 102
2022
Q4 		$578K Buy
+21,000
New +$649K 0.13% 105

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Madison Wealth Management's BEPC Position: Q3 2023 in Review

Madison Wealth Management sold out of Brookfield Renewable (BEPC) in Q3 2023, closing a stake of 21,000 shares — an estimated $662K sold.

Madison Wealth Management first reported a position in BEPC in Q4 2022 and held it in 3 quarters. The position peaked at $734K in Q1 2023. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • Madison Wealth Management reported no remaining Brookfield Renewable position as of Q3 2023 after selling out during the quarter.
  • Madison Wealth Management sold 21,000 Brookfield Renewable shares in Q3 2023, an estimated $662K.
  • Madison Wealth Management first reported a position in Brookfield Renewable in Q4 2022 and held it in 3 quarters.
  • Madison Wealth Management's Brookfield Renewable position peaked at $734K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.