Monetary Management Group’s Brookfield Renewable BEPC Stock Holding History

Monetary Management Group’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	-1,000	Closed	-$32.8K	–	326
2025 Q2	$32.8K	Hold	1,000	–	–	0.01%	278
2025 Q1	$27.9K	Buy	+1,000	New	+$27.4K	0.01%	284
2024 Q4	–	Sell	-1,000	Closed	-$32.7K	–	328
2024 Q3	$32.7K	Hold	1,000	–	–	0.01%	276
2024 Q2	$28.4K	Hold	1,000	–	–	0.01%	280
2024 Q1	$24.6K	Hold	1,000	–	–	0.01%	286
2023 Q4	$28.8K	Hold	1,000	–	–	0.01%	272
2023 Q3	$23.9K	Sell	1,000 -600	-38%	-$17.4K	0.01%	280
2023 Q2	$50.4K	Hold	1,600	–	–	0.02%	251
2023 Q1	$55.9K	Buy	1,600 +700	+78%	+$21.2K	0.02%	248
2022 Q4	$24.8K	Hold	900	–	–	0.01%	290
2022 Q3	$29K	Hold	900	–	–	0.01%	285
2022 Q2	$32K	Hold	900	–	–	0.01%	281
2022 Q1	$39K	Sell	900 -1,900	-68%	-$70.2K	0.01%	284
2021 Q4	$103K	Sell	2,800 -1,000	-26%	-$38.2K	0.03%	226
2021 Q3	$147K	Sell	3,800 -1,150	-23%	-$48.2K	0.04%	206
2021 Q2	$208K	Sell	4,950 -500	-9%	-$21.3K	0.06%	174
2021 Q1	$255K	Buy	5,450 +4,550	+506%	+$232K	0.08%	159
2020 Q4	$52K	Buy	900 +600	+200%	+$28.8K	0.02%	230
2020 Q3	$12K	Buy	+300	New	+$10.1K	﹤0.01%	282

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

Monetary Management Group's BEPC Position: Q3 2025 in Review

Monetary Management Group sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 1,000 shares — an estimated $32.8K sold.

Monetary Management Group first reported a position in BEPC in Q3 2020 and held it in 19 quarters. The position peaked at $255K in Q1 2021. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Monetary Management Group reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Monetary Management Group sold 1,000 Brookfield Renewable shares in Q3 2025, an estimated $32.8K.
Monetary Management Group first reported a position in Brookfield Renewable in Q3 2020 and held it in 19 quarters.
Monetary Management Group's Brookfield Renewable position peaked at $255K in Q1 2021.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Monetary Management Group's 13F filing for Q3 2025, filed 12 Nov 2025.