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Smith Salley Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Smith Salley 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
2025
Q1 		– Sell
-25,862
Closed -$715K – 246
2024
Q4 		$715K Sell
25,862
-814
-3% -$25K 0.05% 156
2024
Q3 		$871K Buy
26,676
+206
+0.8% +$5.97K 0.06% 149
2024
Q2 		$751K Buy
26,470
+563
+2% +$15.7K 0.05% 149
2024
Q1 		$637K Sell
25,907
-27,211
-51% -$713K 0.05% 148
2023
Q4 		$1.53M Sell
53,118
-22,215
-29% -$566K 0.1% 123
2023
Q3 		$1.8M Sell
75,333
-2,493
-3% -$72.3K 0.13% 104
2023
Q2 		$2.45M Sell
77,826
-358
-0.5% -$12.1K 0.18% 88
2023
Q1 		$2.73M Buy
78,184
+3,161
+4% +$95.7K 0.22% 86
2022
Q4 		$2.07M Sell
75,023
-4,233
-5% -$131K 0.18% 96
2022
Q3 		$2.59M Buy
79,256
+273
+0.3% +$10.5K 0.24% 83
2022
Q2 		$2.81M Buy
78,983
+1,643
+2% +$60.8K 0.24% 86
2022
Q1 		$3.39M Buy
77,340
+2,551
+3% +$94.2K 0.26% 81
2021
Q4 		$2.75M Sell
74,789
-410
-0.5% -$15.6K 0.2% 93
2021
Q3 		$2.92M Buy
75,199
+3,604
+5% +$151K 0.23% 86
2021
Q2 		$3M Buy
71,595
+2,385
+3% +$101K 0.24% 84
2021
Q1 		$3.24M Buy
69,210
+520
+0.8% +$26.5K 0.29% 74
2020
Q4 		$4M Sell
68,690
-2,235
-3% -$107K 0.41% 59
2020
Q3 		$2.77M Buy
+70,925
New +$2.38M 0.34% 71

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 $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Smith Salley Wealth Management's BEPC Position: Q1 2025 in Review

Smith Salley Wealth Management sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 25,862 shares — an estimated $715K sold.

Smith Salley Wealth Management first reported a position in BEPC in Q3 2020 and held it in 18 quarters. The position peaked at $4M in Q4 2020. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

  • Smith Salley Wealth Management reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Smith Salley Wealth Management sold 25,862 Brookfield Renewable shares in Q1 2025, an estimated $715K.
  • Smith Salley Wealth Management first reported a position in Brookfield Renewable in Q3 2020 and held it in 18 quarters.
  • Smith Salley Wealth Management's Brookfield Renewable position peaked at $4M in Q4 2020.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Smith Salley Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.