Whittier Trust’s Brookfield Renewable BEPC Stock Holding History

Whittier Trust’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	-2,449	Closed	-$80.3K	–	1414
2025 Q2	$80.3K	Hold	2,449	–	–	﹤0.01%	847
2025 Q1	$68.4K	Hold	2,449	–	–	﹤0.01%	868
2024 Q4	$67.7K	Hold	2,449	–	–	﹤0.01%	878
2024 Q3	$80K	Hold	2,449	–	–	﹤0.01%	841
2024 Q2	$69.5K	Hold	2,449	–	–	﹤0.01%	854
2024 Q1	$60.1K	Hold	2,449	–	–	﹤0.01%	895
2023 Q4	$70.5K	Sell	2,449 -615	-20%	-$15.7K	﹤0.01%	849
2023 Q3	$73.3K	Hold	3,064	–	–	﹤0.01%	839
2023 Q2	$96.6K	Sell	3,064 -100	-3%	-$3.37K	﹤0.01%	789
2023 Q1	$111K	Hold	3,164	–	–	﹤0.01%	784
2022 Q4	$87.1K	Hold	3,164	–	–	﹤0.01%	846
2022 Q3	$103K	Hold	3,164	–	–	﹤0.01%	782
2022 Q2	$113K	Hold	3,164	–	–	﹤0.01%	757
2022 Q1	$138K	Hold	3,164	–	–	﹤0.01%	747
2021 Q4	$117K	Hold	3,164	–	–	﹤0.01%	786
2021 Q3	$123K	Hold	3,164	–	–	﹤0.01%	736
2021 Q2	$132K	Hold	3,164	–	–	﹤0.01%	732
2021 Q1	$148K	Buy	3,164 +100	+3%	+$5.11K	﹤0.01%	697
2020 Q4	$179K	Sell	3,064 -1	-0%	-$48	﹤0.01%	610
2020 Q3	$120K	Buy	+3,065	New	+$103K	﹤0.01%	670

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

ClearBridge Investments New York $115B AUM 24.78% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Whittier Trust's BEPC Position: Q3 2025 in Review

Whittier Trust sold out of Brookfield Renewable (BEPC) in Q3 2025, closing a stake of 2,449 shares — an estimated $80.3K sold.

Whittier Trust first reported a position in BEPC in Q3 2020 and held it in 20 quarters. The position peaked at $179K in Q4 2020. 392 funds tracked by Wall St. Rank hold BEPC as of Q3 2025.

Whittier Trust reported no remaining Brookfield Renewable position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 2,449 Brookfield Renewable shares in Q3 2025, an estimated $80.3K.
Whittier Trust first reported a position in Brookfield Renewable in Q3 2020 and held it in 20 quarters.
Whittier Trust's Brookfield Renewable position peaked at $179K in Q4 2020.
392 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.