Vontobel Holding
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Vontobel Holding’s Brookfield Renewable BEPC Stock Holding History

Vontobel Holding’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
-8,839
Closed -$247K – 1259
2025
Q1 		$247K Sell
8,839
-17,181
-66% -$471K ﹤0.01% 946
2024
Q4 		$719K Buy
26,020
+542
+2% +$16.7K ﹤0.01% 685
2024
Q3 		$832K Sell
25,478
-1,621
-6% -$47K ﹤0.01% 640
2024
Q2 		$768K Sell
27,099
-41
-0.2% -$1.15K ﹤0.01% 647
2024
Q1 		$666K Buy
27,140
+6,400
+31% +$168K 0.01% 689
2023
Q4 		$597K Buy
+20,740
New +$529K 0.01% 751

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

Vontobel Holding's BEPC Position: Q2 2025 in Review

Vontobel Holding sold out of Brookfield Renewable (BEPC) in Q2 2025, closing a stake of 8,839 shares — an estimated $247K sold.

Vontobel Holding first reported a position in BEPC in Q4 2023 and held it in 6 quarters. The position peaked at $832K in Q3 2024. 375 funds tracked by Wall St. Rank hold BEPC as of Q2 2025.

  • Vontobel Holding reported no remaining Brookfield Renewable position as of Q2 2025 after selling out during the quarter.
  • Vontobel Holding sold 8,839 Brookfield Renewable shares in Q2 2025, an estimated $247K.
  • Vontobel Holding first reported a position in Brookfield Renewable in Q4 2023 and held it in 6 quarters.
  • Vontobel Holding's Brookfield Renewable position peaked at $832K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2025.

Based on Vontobel Holding's 13F filing for Q2 2025, filed 23 Jul 2025.