PWA
BEPC icon

Principia Wealth Advisory’s Brookfield Renewable BEPC Stock Holding History

Principia Wealth Advisory’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
Q2 		– Sell
-520
Closed -$13.9K – 951
2025
Q1 		$13.9K Sell
520
-870
-63% -$23.9K 0.01% 119
2024
Q4 		$38.5K Buy
+1,390
New +$42.7K 0.04% 87

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Principia Wealth Advisory's BEPC Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Brookfield Renewable (BEPC) in Q2 2025, closing a stake of 520 shares — an estimated $13.9K sold.

Principia Wealth Advisory first reported a position in BEPC in Q4 2024 and held it in 2 quarters. The position peaked at $38.5K in Q4 2024. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 520 Brookfield Renewable shares in Q2 2025, an estimated $13.9K.
  • Principia Wealth Advisory first reported a position in Brookfield Renewable in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Brookfield Renewable position peaked at $38.5K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.