Toth Financial Advisory’s Brookfield Renewable BEPC Stock Holding History

Toth Financial Advisory’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	-680	Closed	-$18.8K	–	718
2024 Q4	$18.8K	Hold	680	–	–	﹤0.01%	403
2024 Q3	$22.2K	Hold	680	–	–	﹤0.01%	374
2024 Q2	$19.3K	Buy	680 +65	+11%	+$1.82K	﹤0.01%	398
2024 Q1	$15.1K	Hold	615	–	–	﹤0.01%	415
2023 Q4	$17.7K	Hold	615	–	–	﹤0.01%	404
2023 Q3	$14.7K	Hold	615	–	–	﹤0.01%	406
2023 Q2	$19.4K	Hold	615	–	–	﹤0.01%	394
2023 Q1	$21.5K	Hold	615	–	–	﹤0.01%	375
2022 Q4	$16.9K	Hold	615	–	–	﹤0.01%	392
2022 Q3	$20K	Hold	615	–	–	﹤0.01%	373
2022 Q2	$22K	Hold	615	–	–	﹤0.01%	356
2022 Q1	$27K	Hold	615	–	–	﹤0.01%	346
2021 Q4	$23K	Hold	615	–	–	﹤0.01%	378
2021 Q3	$24K	Hold	615	–	–	﹤0.01%	374
2021 Q2	$26K	Hold	615	–	–	﹤0.01%	343
2021 Q1	$29K	Hold	615	–	–	﹤0.01%	335
2020 Q4	$36K	Hold	615	–	–	0.01%	278
2020 Q3	$24K	Buy	+615	New	+$20.6K	﹤0.01%	290

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

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Toth Financial Advisory's BEPC Position: Q1 2025 in Review

Toth Financial Advisory sold out of Brookfield Renewable (BEPC) in Q1 2025, closing a stake of 680 shares — an estimated $18.8K sold.

Toth Financial Advisory first reported a position in BEPC in Q3 2020 and held it in 18 quarters. The position peaked at $36K in Q4 2020. 368 funds tracked by Wall St. Rank hold BEPC as of Q1 2025.

Toth Financial Advisory reported no remaining Brookfield Renewable position as of Q1 2025 after selling out during the quarter.
Toth Financial Advisory sold 680 Brookfield Renewable shares in Q1 2025, an estimated $18.8K.
Toth Financial Advisory first reported a position in Brookfield Renewable in Q3 2020 and held it in 18 quarters.
Toth Financial Advisory's Brookfield Renewable position peaked at $36K in Q4 2020.
368 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2025.

Based on Toth Financial Advisory's 13F filing for Q1 2025, filed 14 Apr 2025.