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Sittner & Nelson’s Brookfield Renewable BEPC Stock Holding History

Sittner & Nelson’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
-21
Closed -$687 – 487
2025
Q2 		$687 Hold
21
– – ﹤0.01% 486
2025
Q1 		$586 Hold
21
– – ﹤0.01% 478
2024
Q4 		$581 Buy
+21
New +$646 ﹤0.01% 463
2023
Q2 		– Sell
-562
Closed -$19.6K – 489
2023
Q1 		$19.6K Hold
562
– – 0.01% 295
2022
Q4 		$15.5K Hold
562
– – 0.01% 300
2022
Q3 		$18K Hold
562
– – 0.01% 276
2022
Q2 		$20K Hold
562
– – 0.01% 287
2022
Q1 		$25K Hold
562
– – 0.01% 253
2021
Q4 		$21K Buy
+562
New +$21.4K 0.01% 265

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

Sittner & Nelson's BEPC Position: Q3 2025 in Review

Sittner & Nelson sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 21 shares — an estimated $687 sold.

Sittner & Nelson first reported a position in BEPC in Q4 2021 and held it in 9 quarters. The position peaked at $25K in Q1 2022. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • Sittner & Nelson reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • Sittner & Nelson sold 21 Brookfield Renewable shares in Q3 2025, an estimated $687.
  • Sittner & Nelson first reported a position in Brookfield Renewable in Q4 2021 and held it in 9 quarters.
  • Sittner & Nelson's Brookfield Renewable position peaked at $25K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Sittner & Nelson's 13F filing for Q3 2025, filed 14 Nov 2025.