Tortoise Investment Management’s Brookfield Renewable BEPC Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-171	Closed	-$5.89K	–	367
2025 Q3	$5.89K	Hold	171	–	–	﹤0.01%	675
2025 Q2	$5.61K	Hold	171	–	–	﹤0.01%	650
2025 Q1	$4.77K	Sell	171 -90	-34%	-$2.47K	﹤0.01%	640
2024 Q4	$7.22K	Hold	261	–	–	﹤0.01%	658
2024 Q3	$8.52K	Buy	261 +90	+53%	+$2.61K	﹤0.01%	650
2024 Q2	$4.85K	Hold	171	–	–	﹤0.01%	693
2024 Q1	$4.2K	Hold	171	–	–	﹤0.01%	692
2023 Q4	$4.92K	Hold	171	–	–	﹤0.01%	635
2023 Q3	$4.09K	Hold	171	–	–	﹤0.01%	636
2023 Q2	$5.39K	Hold	171	–	–	﹤0.01%	614
2023 Q1	$5.98K	Buy	+171	New	+$5.18K	﹤0.01%	596

Other funds holding BEPC

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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 $204B AUM 27.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Tortoise Investment Management's BEPC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Brookfield Renewable (BEPC) in Q4 2025, closing a stake of 171 shares — an estimated $5.89K sold.

Tortoise Investment Management first reported a position in BEPC in Q1 2023 and held it in 11 quarters. The position peaked at $8.52K in Q3 2024. 418 funds tracked by Wall St. Rank hold BEPC as of Q4 2025.

Tortoise Investment Management reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 171 Brookfield Renewable shares in Q4 2025, an estimated $5.89K.
Tortoise Investment Management first reported a position in Brookfield Renewable in Q1 2023 and held it in 11 quarters.
Tortoise Investment Management's Brookfield Renewable position peaked at $8.52K in Q3 2024.
418 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.