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Moseley Investment Management’s Brookfield Renewable BEPC Stock Holding History

Moseley Investment 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
2025
Q1 		– Sell
-10,189
Closed -$282K – 153
2024
Q4 		$282K Sell
10,189
-1,331
-12% -$40.9K 0.11% 120
2024
Q3 		$376K Sell
11,520
-61
-0.5% -$1.77K 0.15% 104
2024
Q2 		$329K Buy
11,581
+800
+7% +$22.4K 0.15% 107
2024
Q1 		$265K Buy
10,781
+504
+5% +$13.2K 0.13% 120
2023
Q4 		$296K Sell
10,277
-1,826
-15% -$46.6K 0.16% 113
2023
Q3 		$290K Buy
12,103
+384
+3% +$11.1K 0.17% 111
2023
Q2 		$369K Buy
11,719
+1,186
+11% +$40K 0.22% 93
2023
Q1 		$368K Buy
10,533
+685
+7% +$20.7K 0.24% 95
2022
Q4 		$271K Sell
9,848
-314
-3% -$9.7K 0.19% 113
2022
Q3 		$332K Buy
10,162
+471
+5% +$18.1K 0.24% 95
2022
Q2 		$345K Buy
9,691
+1,875
+24% +$69.3K 0.24% 99
2022
Q1 		$342K Sell
7,816
-237
-3% -$8.76K 0.18% 122
2021
Q4 		$297K Buy
8,053
+204
+3% +$7.79K 0.14% 147
2021
Q3 		$305K Sell
7,849
-1,636
-17% -$68.5K 0.15% 137
2021
Q2 		$398K Buy
9,485
+1,162
+14% +$49.4K 0.2% 113
2021
Q1 		$390K Buy
8,323
+4,864
+141% +$248K 0.22% 107
2020
Q4 		$202K Buy
+3,459
New +$166K 0.12% 149

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Moseley Investment Management's BEPC Position: Q1 2025 in Review

Moseley Investment Management sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 10,189 shares — an estimated $282K sold.

Moseley Investment Management first reported a position in BEPC in Q4 2020 and held it in 17 quarters. The position peaked at $398K in Q2 2021. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

  • Moseley Investment Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Moseley Investment Management sold 10,189 Brookfield Renewable shares in Q1 2025, an estimated $282K.
  • Moseley Investment Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 17 quarters.
  • Moseley Investment Management's Brookfield Renewable position peaked at $398K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Moseley Investment Management's 13F filing for Q1 2025, filed 15 Apr 2025.