TWD
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True Wealth Design’s Brookfield Renewable BEPC Stock Holding History

True Wealth Design’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
2026
Q1 		$2.71K Buy
68
+56
+467% +$2.28K ﹤0.01% 1421
2025
Q4 		$461 Buy
12
+1
+9% +$40 ﹤0.01% 1971
2025
Q3 		$379 Buy
11
+7
+175% +$240 ﹤0.01% 2093
2025
Q2 		$132 Buy
4
+2
+100% +$58 ﹤0.01% 2172
2025
Q1 		$56 Sell
2
-4
-67% -$110 ﹤0.01% 2352
2024
Q4 		$166 Hold
6
– – ﹤0.01% 1241
2024
Q3 		$196 Sell
6
-2
-25% -$58 ﹤0.01% 1200
2024
Q2 		$228 Buy
8
+3
+60% +$84 ﹤0.01% 738
2024
Q1 		$123 Buy
5
+2
+67% +$52 ﹤0.01% 762
2023
Q4 		$87 Hold
3
– – ﹤0.01% 746
2023
Q3 		$72 Buy
3
+1
+50% +$29 ﹤0.01% 734
2023
Q2 		$64 Buy
2
+1
+100% +$34 ﹤0.01% 746
2023
Q1 		$35 Buy
+1
New +$30 ﹤0.01% 846

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return