Stonegate Investment Group’s Brookfield Renewable BEPC Stock Holding History

Stonegate Investment Group’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	$231K	Sell	6,700 -300	-4%	-$10.3K	0.01%	368
2025 Q2	$229K	Sell	7,000 -995	-12%	-$29.1K	0.01%	358
2025 Q1	$223K	Sell	7,995 -516	-6%	-$14.1K	0.01%	319
2024 Q4	$235K	Buy	8,511 +144	+2%	+$4.43K	0.01%	308
2024 Q3	$273K	Hold	8,367	–	–	0.01%	290
2024 Q2	$237K	Hold	8,367	–	–	0.01%	310
2024 Q1	$206K	Hold	8,367	–	–	0.01%	312
2023 Q4	$241K	Hold	8,367	–	–	0.01%	269
2023 Q3	$200K	Hold	8,367	–	–	0.01%	280
2023 Q2	$264K	Hold	8,367	–	–	0.01%	270
2023 Q1	$292K	Hold	8,367	–	–	0.01%	252
2022 Q4	$230K	Hold	8,367	–	–	0.01%	278
2022 Q3	$273K	Hold	8,367	–	–	0.01%	234
2022 Q2	$298K	Hold	8,367	–	–	0.01%	233
2022 Q1	$366K	Sell	8,367 -10	-0.1%	-$369	0.01%	193
2021 Q4	$309K	Buy	+8,377	New	+$320K	0.01%	212

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Stonegate Investment Group's BEPC Position: Q3 2025 in Review

Stonegate Investment Group reduced its Brookfield Renewable (BEPC) stake by 4.3% in Q3 2025, selling an estimated $10.3K and leaving 6,700 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #368.

Stonegate Investment Group first reported a position in BEPC in Q4 2021 and has held it in 16 quarters since. The position peaked at $366K in Q1 2022. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Stonegate Investment Group held 6,700 shares of Brookfield Renewable worth $231K as of Q3 2025.
Stonegate Investment Group sold 300 Brookfield Renewable shares in Q3 2025, an estimated $10.3K.
Brookfield Renewable made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #368 holding.
Stonegate Investment Group first reported a position in Brookfield Renewable in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's Brookfield Renewable position peaked at $366K in Q1 2022.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.