MB, Levis & Associates’s Brookfield Renewable BEPC Stock Holding History

MB, Levis & Associates’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
2025 Q3	–	Sell	-491	Closed	-$16.1K	–	248
2025 Q2	$16.1K	Hold	491	–	–	0.01%	174
2025 Q1	$13.7K	Hold	491	–	–	0.01%	174
2024 Q4	$13.6K	Hold	491	–	–	0.01%	176
2024 Q3	$16K	Buy	491 +5	+1%	+$145	0.01%	170
2024 Q2	$13.8K	Buy	486 +5	+1%	+$140	0.01%	175
2024 Q1	$11.8K	Buy	481 +6	+1%	+$157	0.01%	179
2023 Q4	$13.7K	Buy	475 +4	+0.8%	+$102	0.01%	173
2023 Q3	$11.3K	Buy	471 +6	+1%	+$174	0.01%	187
2023 Q2	$14.7K	Buy	465 +4	+0.9%	+$135	0.01%	177
2023 Q1	$16.1K	Buy	461 +4	+0.9%	+$121	0.01%	170
2022 Q4	$12.6K	Buy	+457	New	+$14.1K	0.01%	170

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

MB, Levis & Associates's BEPC Position: Q3 2025 in Review

MB, Levis & Associates sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 491 shares — an estimated $16.1K sold.

MB, Levis & Associates first reported a position in BEPC in Q4 2022 and held it in 11 quarters. The position peaked at $16.1K in Q1 2023. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

MB, Levis & Associates reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 491 Brookfield Renewable shares in Q3 2025, an estimated $16.1K.
MB, Levis & Associates first reported a position in Brookfield Renewable in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's Brookfield Renewable position peaked at $16.1K in Q1 2023.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.