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Shell Asset Management’s Brookfield Renewable BEPC Stock Holding History

Shell Asset 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
Q3 		– Sell
-168,616
Closed -$5.51M – 1162
2025
Q2 		$5.51M Sell
168,616
-6,098
-3% -$178K 0.19% 108
2025
Q1 		$4.88M Sell
174,714
-7,509
-4% -$206K 0.23% 76
2024
Q4 		$5.04M Sell
182,223
-39,708
-18% -$1.22M 0.22% 80
2024
Q3 		$7.25M Buy
+221,931
New +$6.44M 0.32% 56
2024
Q1 		$6.38M Buy
225,307
+31,640
+16% +$829K 0.29% 63
2023
Q4 		$5.6M Buy
193,667
+59,927
+45% +$1.53M 0.26% 75
2023
Q3 		$3.22M Sell
133,740
-930
-0.7% -$27K 0.13% 158
2023
Q2 		$4.24M Sell
134,670
-1,800
-1% -$60.7K 0.17% 126
2023
Q1 		$4.77M Sell
136,470
-36,407
-21% -$1.1M 0.2% 108
2022
Q4 		$4.75M Sell
172,877
-77,041
-31% -$2.38M 0.21% 104
2022
Q3 		$8.21M Sell
249,918
-16,960
-6% -$652K 0.32% 65
2022
Q2 		$9.49M Buy
266,878
+103,444
+63% +$3.83M 0.28% 68
2022
Q1 		$7.14M Buy
163,434
+9,119
+6% +$337K 0.17% 133
2021
Q4 		$5.69M Buy
+154,315
New +$5.89M 0.12% 175
2021
Q3 		– Sell
-819
Closed -$34K – 1390
2021
Q2 		$34K Hold
819
– – ﹤0.01% 1470
2021
Q1 		$38K Hold
819
– – ﹤0.01% 1422
2020
Q4 		$48K Buy
+819
New +$39.4K ﹤0.01% 1373

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

Shell Asset Management's BEPC Position: Q3 2025 in Review

Shell Asset Management sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 168,616 shares — an estimated $5.51M sold.

Shell Asset Management first reported a position in BEPC in Q4 2020 and held it in 17 quarters. The position peaked at $9.49M in Q2 2022. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • Shell Asset Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Shell Asset Management sold 168,616 Brookfield Renewable shares in Q3 2025, an estimated $5.51M.
  • Shell Asset Management first reported a position in Brookfield Renewable in Q4 2020 and held it in 17 quarters.
  • Shell Asset Management's Brookfield Renewable position peaked at $9.49M in Q2 2022.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.