MPWT
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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
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
Q4 		– Hold
0
– – – 1395
2021
Q3 		– Hold
0
– – – 1265
2021
Q2 		– Hold
0
– – – 1213
2021
Q1 		– Sell
-4
Closed -$204 – 1102
2020
Q4 		$0 Buy
+4
New +$192 ﹤0.01% 883

Other funds holding BEPC

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
AMAL
Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return