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Summit Securities Group’s Brookfield Renewable BEPC Stock Holding History

Summit Securities 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
Q1 		– Sell
-7
Closed -$194 – 809
2024
Q4 		$194 Buy
+7
New +$215 ﹤0.01% 563
2023
Q1 		– Sell
-8,222
Closed -$226K – 826
2022
Q4 		$226K Buy
+8,222
New +$254K 0.01% 457

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
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 $4.73B AUM 58.9% 1-Year Est. Return

Summit Securities Group's BEPC Position: Q1 2025 in Review

Summit Securities Group sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 7 shares — an estimated $194 sold.

Summit Securities Group first reported a position in BEPC in Q4 2022 and held it in 2 quarters. The position peaked at $226K in Q4 2022. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

  • Summit Securities Group reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
  • Summit Securities Group sold 7 Brookfield Renewable shares in Q1 2025, an estimated $194.
  • Summit Securities Group first reported a position in Brookfield Renewable in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Brookfield Renewable position peaked at $226K in Q4 2022.
  • 368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Summit Securities Group's 13F filing for Q1 2025, filed 13 May 2025.