Swan Capital’s Brookfield Renewable BEPC Stock Holding History

Swan Capital’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	–	Sell	-165	Closed	-$5.41K	–	501
2025 Q2	$5.41K	Buy	+165	New	+$4.82K	﹤0.01%	227

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 $34.1B AUM 20.22% 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

Swan Capital's BEPC Position: Q3 2025 in Review

Swan Capital sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 165 shares — an estimated $5.41K sold.

Swan Capital first reported a position in BEPC in Q2 2025 and held it in 1 quarter. The position peaked at $5.41K in Q2 2025. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Swan Capital reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 165 Brookfield Renewable shares in Q3 2025, an estimated $5.41K.
Swan Capital first reported a position in Brookfield Renewable in Q2 2025 and held it in 1 quarter.
Swan Capital's Brookfield Renewable position peaked at $5.41K in Q2 2025.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.