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Obermeyer Wealth Partners’s Brookfield Renewable BEPC Stock Holding History

Obermeyer Wealth Partners’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
2024
Q4 		– Sell
-49,729
Closed -$1.62M – 260
2024
Q3 		$1.62M Sell
49,729
-403
-0.8% -$11.7K 0.09% 81
2024
Q2 		$1.42M Sell
50,132
-3,388
-6% -$94.7K 0.08% 84
2024
Q1 		$1.31M Sell
53,520
-3,335
-6% -$87.4K 0.08% 83
2023
Q4 		$1.64M Sell
56,855
-5,269
-8% -$134K 0.11% 55
2023
Q3 		$1.49M Sell
62,124
-6,232
-9% -$181K 0.11% 56
2023
Q2 		$2.15M Sell
68,356
-1,850
-3% -$62.4K 0.15% 45
2023
Q1 		$2.45M Sell
70,206
-4,069
-5% -$123K 0.18% 45
2022
Q4 		$2.05M Sell
74,275
-2,721
-4% -$84K 0.15% 51
2022
Q3 		$2.52M Buy
76,996
+1,303
+2% +$50.1K 0.2% 40
2022
Q2 		$2.69M Buy
75,693
+60,265
+391% +$2.23M 0.2% 39
2022
Q1 		$676K Hold
15,428
– – 0.04% 105
2021
Q4 		$568K Buy
15,428
+4,307
+39% +$164K 0.03% 113
2021
Q3 		$432K Hold
11,121
– – 0.02% 129
2021
Q2 		$466K Buy
11,121
+4,137
+59% +$176K 0.03% 131
2021
Q1 		$327K Buy
+6,984
New +$357K 0.02% 155

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Obermeyer Wealth Partners's BEPC Position: Q4 2024 in Review

Obermeyer Wealth Partners sold out of Brookfield Renewable (BEPC) in Q4 2024, closing a stake of 49,729 shares — an estimated $1.62M sold.

Obermeyer Wealth Partners first reported a position in BEPC in Q1 2021 and held it in 15 quarters. The position peaked at $2.69M in Q2 2022. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

  • Obermeyer Wealth Partners reported no remaining Brookfield Renewable position as of Q4 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 49,729 Brookfield Renewable shares in Q4 2024, an estimated $1.62M.
  • Obermeyer Wealth Partners first reported a position in Brookfield Renewable in Q1 2021 and held it in 15 quarters.
  • Obermeyer Wealth Partners's Brookfield Renewable position peaked at $2.69M in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.