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Raffa Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Raffa Wealth 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
2024
Q3 		– Sell
-608
Closed -$17.3K – 1093
2024
Q2 		$17.3K Hold
608
– – ﹤0.01% 355
2024
Q1 		$14.9K Buy
+608
New +$15.9K ﹤0.01% 363
2022
Q1 		– Sell
-11
Closed -$405 – 1138
2021
Q4 		$405 Sell
11
-14
-56% -$534 ﹤0.01% 1079
2021
Q3 		$970 Hold
25
– – ﹤0.01% 835
2021
Q2 		$1.05K Buy
25
+11
+79% +$468 ﹤0.01% 816
2021
Q1 		$655 Buy
+14
New +$715 ﹤0.01% 989

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 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 $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Raffa Wealth Management's BEPC Position: Q3 2024 in Review

Raffa Wealth Management sold out of Brookfield Renewable (BEPC) in Q3 2024, closing a stake of 608 shares — an estimated $17.3K sold.

Raffa Wealth Management first reported a position in BEPC in Q1 2021 and held it in 6 quarters. The position peaked at $17.3K in Q2 2024. 364 funds tracked by Wall St. Rank hold BEPC as of Q3 2024.

  • Raffa Wealth Management reported no remaining Brookfield Renewable position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 608 Brookfield Renewable shares in Q3 2024, an estimated $17.3K.
  • Raffa Wealth Management first reported a position in Brookfield Renewable in Q1 2021 and held it in 6 quarters.
  • Raffa Wealth Management's Brookfield Renewable position peaked at $17.3K in Q2 2024.
  • 364 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.