MassMutual Private Wealth & Trust
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MassMutual Private Wealth & Trust’s Brookfield Renewable BEPC Stock Holding History

MassMutual Private Wealth & Trust’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
2026
Q3 		$15.8K Sell
559
-148
-21% -$4.84K ﹤0.01% 1157
2026
Q2 		$26.2K Sell
707
-42
-6% -$1.63K ﹤0.01% 1026
2026
Q1 		$29.8K Sell
749
-156
-17% -$6.36K ﹤0.01% 948
2025
Q4 		$34.7K Buy
905
+178
+24% +$7.16K ﹤0.01% 917
2025
Q3 		$25K Hold
727
– – ﹤0.01% 1026
2025
Q2 		$23.8K Sell
727
-517
-42% -$15.1K ﹤0.01% 1036
2025
Q1 		$34.7K Buy
1,244
+374
+43% +$10.3K ﹤0.01% 835
2024
Q4 		$24.1K Buy
870
+29
+3% +$892 ﹤0.01% 946
2024
Q3 		$27.5K Buy
841
+53
+7% +$1.54K ﹤0.01% 826
2024
Q2 		$22.4K Buy
788
+219
+38% +$6.12K ﹤0.01% 837
2024
Q1 		$14K Sell
569
-209
-27% -$5.48K ﹤0.01% 936
2023
Q4 		$22.4K Buy
778
+482
+163% +$12.3K ﹤0.01% 791
2023
Q3 		$7.09K Buy
296
+153
+107% +$4.44K ﹤0.01% 1132
2023
Q2 		$4.51K Sell
143
-1
-0.7% -$34 ﹤0.01% 1239
2023
Q1 		$5.03K Buy
144
+83
+136% +$2.51K ﹤0.01% 1150
2022
Q4 		$2K Buy
+61
New +$1.88K ﹤0.01% 1213
2021
Q1 		– Sell
-4
Closed -$204 – 1102
2020
Q4 		$0 Buy
+4
New +$192 ﹤0.01% 883

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Scotia Capital
Scotia Capital Toronto, Ontario, Canada $28.7B AUM 25.13% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

MassMutual Private Wealth & Trust's BEPC Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Brookfield Renewable (BEPC) stake by 21% in Q3 2026, selling an estimated $4.84K and leaving 559 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

MassMutual Private Wealth & Trust first reported a position in BEPC in Q4 2020 and has held it in 17 quarters since. The position peaked at $34.7K in Q1 2025. 255 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • MassMutual Private Wealth & Trust held 559 shares of Brookfield Renewable worth $15.8K as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 148 Brookfield Renewable shares in Q3 2026, an estimated $4.84K.
  • Brookfield Renewable made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #1157 holding.
  • MassMutual Private Wealth & Trust first reported a position in Brookfield Renewable in Q4 2020 and has held it in 17 quarters since.
  • MassMutual Private Wealth & Trust's Brookfield Renewable position peaked at $34.7K in Q1 2025.
  • 255 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.