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Northwest & Ethical Investments’s Brookfield Renewable BEPC Stock Holding History

Northwest & Ethical Investments’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
Q4 		– Sell
-249,912
Closed -$5.98M – 377
2023
Q3 		$5.98M Buy
249,912
+42,203
+20% +$1.22M 0.2% 147
2023
Q2 		$6.55M Sell
207,709
-6,728
-3% -$227K 0.21% 146
2023
Q1 		$7.49M Buy
214,437
+22,699
+12% +$687K 0.25% 129
2022
Q4 		$5.28M Buy
191,738
+68,535
+56% +$2.12M 0.18% 164
2022
Q3 		$4.03M Buy
123,203
+26,003
+27% +$1M 0.16% 176
2022
Q2 		$3.46M Hold
97,200
– – 0.13% 192
2022
Q1 		$4.26M Buy
+97,200
New +$3.59M 0.14% 184

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwest & Ethical Investments's BEPC Position: Q4 2023 in Review

Northwest & Ethical Investments sold out of Brookfield Renewable (BEPC) in Q4 2023, closing a stake of 249,912 shares — an estimated $5.98M sold.

Northwest & Ethical Investments first reported a position in BEPC in Q1 2022 and held it in 7 quarters. The position peaked at $7.49M in Q1 2023. 355 funds tracked by Wall St. Rank hold BEPC as of Q4 2023.

  • Northwest & Ethical Investments reported no remaining Brookfield Renewable position as of Q4 2023 after selling out during the quarter.
  • Northwest & Ethical Investments sold 249,912 Brookfield Renewable shares in Q4 2023, an estimated $5.98M.
  • Northwest & Ethical Investments first reported a position in Brookfield Renewable in Q1 2022 and held it in 7 quarters.
  • Northwest & Ethical Investments's Brookfield Renewable position peaked at $7.49M in Q1 2023.
  • 355 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2023.

Based on Northwest & Ethical Investments's 13F filing for Q4 2023, filed 9 Jul 2025.