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McElhenny Sheffield Capital Management’s Brookfield Renewable BEPC Stock Holding History

McElhenny Sheffield Capital 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
Q1 		– Sell
-15
Closed -$1.14K – 138
2022
Q4 		$1.14K Buy
+15
New +$463 ﹤0.01% 555

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

McElhenny Sheffield Capital Management's BEPC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Brookfield Renewable (BEPC) in Q1 2023, closing a stake of 15 shares — an estimated $1.14K sold.

McElhenny Sheffield Capital Management first reported a position in BEPC in Q4 2022 and held it in 1 quarter. The position peaked at $1.14K in Q4 2022. 351 funds tracked by Wall St. Rank hold BEPC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Brookfield Renewable position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 15 Brookfield Renewable shares in Q1 2023, an estimated $1.14K.
  • McElhenny Sheffield Capital Management first reported a position in Brookfield Renewable in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Brookfield Renewable position peaked at $1.14K in Q4 2022.
  • 351 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.