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Wealthspire Advisors (New York)’s Brookfield Renewable BEPC Stock Holding History

Wealthspire Advisors (New York)’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
-13
Closed -$447 – 1226
2025
Q3 		$447 Buy
+13
New +$446 ﹤0.01% 2852

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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 $6.73T AUM 46.02% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wealthspire Advisors (New York)'s BEPC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Brookfield Renewable (BEPC) in Q4 2025, closing a stake of 13 shares — an estimated $447 sold.

Wealthspire Advisors (New York) first reported a position in BEPC in Q3 2025 and held it in 1 quarter. The position peaked at $447 in Q3 2025. 416 funds tracked by Wall St. Rank hold BEPC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 13 Brookfield Renewable shares in Q4 2025, an estimated $447.
  • Wealthspire Advisors (New York) first reported a position in Brookfield Renewable in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Brookfield Renewable position peaked at $447 in Q3 2025.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.