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WealthTrak Capital Management’s Brookfield Renewable BEPC Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-5
Closed -$164 – 173
2025
Q2 		$164 Hold
5
– – ﹤0.01% 869
2025
Q1 		$140 Hold
5
– – ﹤0.01% 902
2024
Q4 		$139 Buy
+5
New +$154 ﹤0.01% 850

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

WealthTrak Capital Management's BEPC Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 5 shares — an estimated $164 sold.

WealthTrak Capital Management first reported a position in BEPC in Q4 2024 and held it in 3 quarters. The position peaked at $164 in Q2 2025. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 Brookfield Renewable shares in Q3 2025, an estimated $164.
  • WealthTrak Capital Management first reported a position in Brookfield Renewable in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Brookfield Renewable position peaked at $164 in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.