Zions Bancorporation’s Brookfield Renewable BEPC Stock Holding History

Zions Bancorporation’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
2024 Q4	$2.41K	Buy	87 +15	+21%	+$461	﹤0.01%	774
2024 Q3	$2.35K	Sell	72 -29	-29%	-$841	﹤0.01%	778
2024 Q2	$2.87K	Buy	101 +32	+46%	+$894	﹤0.01%	815
2024 Q1	$1.7K	Hold	69	–	–	﹤0.01%	840
2023 Q4	$1.99K	Sell	69 -88	-56%	-$2.24K	﹤0.01%	824
2023 Q3	$3.76K	Buy	157 +139	+772%	+$4.03K	﹤0.01%	760
2023 Q2	$567	Sell	18 -5	-22%	-$169	﹤0.01%	867
2023 Q1	$804	Buy	+23	New	+$696	﹤0.01%	862

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIA

ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Zions Bancorporation's BEPC Position: Q4 2024 in Review

Zions Bancorporation increased its Brookfield Renewable (BEPC) stake by 21% in Q4 2024, buying an estimated $461 and bringing the position to 87 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Zions Bancorporation first reported a position in BEPC in Q1 2023 and has held it in 8 quarters since. The position peaked at $3.76K in Q3 2023. 353 funds tracked by Wall St. Rank hold BEPC as of Q4 2024.

Zions Bancorporation held 87 shares of Brookfield Renewable worth $2.41K as of Q4 2024.
Zions Bancorporation bought 15 Brookfield Renewable shares in Q4 2024, an estimated $461.
Brookfield Renewable made up ﹤0.01% of Zions Bancorporation's portfolio in Q4 2024, its #774 holding.
Zions Bancorporation first reported a position in Brookfield Renewable in Q1 2023 and has held it in 8 quarters since.
Zions Bancorporation's Brookfield Renewable position peaked at $3.76K in Q3 2023.
353 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.