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SVB Wealth’s Brookfield Renewable BEPC Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,854
Closed -$51.8K – 629
2025
Q1 		$51.8K Buy
+1,854
New +$50.8K ﹤0.01% 537
2022
Q4 		– Sell
-7,040
Closed -$230K – 1051
2022
Q3 		$230K Buy
+7,040
New +$271K ﹤0.01% 791

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SVB Wealth's BEPC Position: Q2 2025 in Review

SVB Wealth sold out of Brookfield Renewable (BEPC) in Q2 2025, closing a stake of 1,854 shares — an estimated $51.8K sold.

SVB Wealth first reported a position in BEPC in Q3 2022 and held it in 2 quarters. The position peaked at $230K in Q3 2022. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

  • SVB Wealth reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,854 Brookfield Renewable shares in Q2 2025, an estimated $51.8K.
  • SVB Wealth first reported a position in Brookfield Renewable in Q3 2022 and held it in 2 quarters.
  • SVB Wealth's Brookfield Renewable position peaked at $230K in Q3 2022.
  • 375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.