Steward Partners Investment Advisory’s Brookfield Renewable BEPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$155K	Hold	3,904	–	–	﹤0.01%	2144
2025 Q4	$150K	Buy	3,904 +88	+2%	+$3.54K	﹤0.01%	2087
2025 Q3	$131K	Sell	3,816 -194	-5%	-$6.65K	﹤0.01%	2079
2025 Q2	$131K	Sell	4,010 -400	-9%	-$11.7K	﹤0.01%	1956
2025 Q1	$123K	Sell	4,410 -2,443	-36%	-$67K	﹤0.01%	1900
2024 Q4	$190K	Sell	6,853 -714	-9%	-$22K	﹤0.01%	1649
2024 Q3	$247K	Sell	7,567 -20,077	-73%	-$582K	﹤0.01%	1421
2024 Q2	$785K	Buy	27,644 +495	+2%	+$13.8K	0.01%	896
2024 Q1	$667K	Sell	27,149 -7,740	-22%	-$203K	0.01%	943
2023 Q4	$1M	Sell	34,889 -3,844	-10%	-$98K	0.01%	718
2023 Q3	$927K	Sell	38,733 -3,114	-7%	-$90.4K	0.01%	700
2023 Q2	$1.32M	Sell	41,847 -4,230	-9%	-$143K	0.02%	609
2023 Q1	$1.61M	Sell	46,077 -4,940	-10%	-$150K	0.03%	529
2022 Q4	$1.41M	Buy	51,017 +20,384	+67%	+$629K	0.02%	551
2022 Q3	$1M	Sell	30,633 -860	-3%	-$33.1K	0.02%	624
2022 Q2	$1.12M	Sell	31,493 -5,036	-14%	-$186K	0.02%	599
2022 Q1	$1.6M	Sell	36,529 -2,597	-7%	-$95.9K	0.02%	548
2021 Q4	$1.44M	Buy	39,126 +3,179	+9%	+$121K	0.02%	591
2021 Q3	$1.4M	Buy	35,947 +134	+0.4%	+$5.61K	0.02%	549
2021 Q2	$1.5M	Buy	35,813 +22,501	+169%	+$957K	0.03%	530
2021 Q1	$623K	Sell	13,312 -663	-5%	-$33.8K	0.01%	807
2020 Q4	$815K	Sell	13,975 -1,169	-8%	-$56.2K	0.02%	629
2020 Q3	$592K	Buy	+15,144	New	+$508K	0.01%	612