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Sutton Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$37.6K Hold
1,570
– – 0.02% 266
2023
Q2 		$49.5K Hold
1,570
– – 0.02% 225
2023
Q1 		$54.9K Buy
1,570
+797
+103% +$24.1K 0.03% 197
2022
Q4 		$21.3K Buy
+773
New +$23.9K 0.01% 675

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sutton Wealth Advisors's BEPC Position: Q3 2023 in Review

Sutton Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q3 2023 at 1,570 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #266.

Sutton Wealth Advisors first reported a position in BEPC in Q4 2022 and has held it in 4 quarters since. The position peaked at $54.9K in Q1 2023. 332 funds tracked by Wall St. Rank hold BEPC as of Q3 2023.

  • Sutton Wealth Advisors held 1,570 shares of Brookfield Renewable worth $37.6K as of Q3 2023.
  • Sutton Wealth Advisors left its Brookfield Renewable share count unchanged in Q3 2023.
  • Brookfield Renewable made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #266 holding.
  • Sutton Wealth Advisors first reported a position in Brookfield Renewable in Q4 2022 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's Brookfield Renewable position peaked at $54.9K in Q1 2023.
  • 332 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.