Brookfield Renewable Ownership 2024 | Who Owns Brookfield Renewable Now?


OverviewRevenueFinancialsChartTranscripts

Institutional Ownership

18.42%

Insider Ownership

0.03%

Retail Ownership

81.55%

Institutional Holders

294.00

Brookfield Renewable Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BROOKFIELD CORP /ON/11.98%6.50%44,813,835--1,101,075,926Mar 31, 2024
VANGUARD GROUP INC1.40%0.00%5,244,25847,1390.91%128,851,419Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC1.25%0.07%4,677,627252,5285.71%114,929,332Mar 31, 2024
FMR LLC1.20%0.01%4,494,246-895,266-16.61%110,290,970Mar 31, 2024
FIL LTD1.02%0.09%3,818,870213,8285.93%93,719,314Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.01%0.02%3,782,960301,8088.67%92,880,625Mar 31, 2024
BLACKROCK INC.0.99%0.00%3,705,518232,8376.70%91,044,575Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.75%0.14%2,816,612-41,092-1.44%69,147,835,000Mar 31, 2024
PARNASSUS INVESTMENTS, LLC0.69%0.14%2,572,928-3,918,476-60.36%63,216,841Mar 31, 2024
CIBC ASSET MANAGEMENT INC0.66%0.21%2,454,472804,84548.79%60,245,813Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.01%1,899,541798,29072.49%46,671,723Mar 31, 2024
MORGAN STANLEY0.49%0.00%1,839,511587,72646.95%45,196,839Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.47%0.07%1,740,795-38,000-2.14%42,769,000Mar 31, 2024
CLEARBRIDGE INVESTMENTS LTD0.46%1.21%1,728,674-155,674-8.26%42,473,520Mar 31, 2024
SCOTIA CAPITAL INC.0.44%0.24%1,643,04733,2232.06%40,151,455Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.43%0.04%1,608,887-251,298-13.51%39,515,000Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.0.41%0.08%1,529,868403,15535.78%37,589,044Mar 31, 2024
TD WATERHOUSE CANADA INC.0.39%0.36%1,445,53041,9412.99%47,681,460Mar 31, 2024
STATE STREET CORP0.38%0.00%1,430,207-15,462-1.07%35,140,186Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC0.37%0.03%1,373,814257,79823.10%33,809,124Mar 31, 2024

Brookfield Renewable's largest institutional shareholder is BROOKFIELD CORP /ON/, holding 11.98% of the company's total share outstanding, currently valued at $1.10B. The top 10 institutional shareholders own together 20.95% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NEWGEN ASSET MANAGEMENT LTD0.20%8.02%762,800556,400269.57%18,741,996Mar 31, 2024
BROOKFIELD CORP /ON/11.98%6.50%44,813,835--1,101,075,926Mar 31, 2024
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP0.13%5.03%480,293480,293100.00%9,293,598Mar 31, 2024
GREEN ALPHA ADVISORS, LLC0.03%1.86%104,7757,0647.23%2,574,322Mar 31, 2024
USCF ADVISERS LLC0.00%1.63%700--17,199Mar 31, 2024
FIFTH LANE CAPITAL, LP0.02%1.40%65,78965,789100.00%1,616,436Mar 31, 2024
REMPART ASSET MANAGEMENT INC.0.07%1.28%271,210116,96575.83%6,660,328Mar 31, 2024
CLEARBRIDGE INVESTMENTS LTD0.46%1.21%1,728,674-155,674-8.26%42,473,520Mar 31, 2024
NIA IMPACT ADVISORS, LLC0.03%1.15%117,397117,397100.00%2,884,445Mar 31, 2024
INVESTMENT PARTNERS ASSET MANAGEMENT, INC.0.01%1.13%50,8706,45314.53%1,249,876Mar 31, 2024
INTRACK INVESTMENT MANAGEMENT INC0.02%1.11%60,79120,64551.42%1,493,635Mar 31, 2024
CORRADO ADVISORS, LLC0.02%1.06%65,5054,4047.21%1,609,458Mar 31, 2024
WASHINGTON TRUST ADVISORS, INC.0.12%0.99%439,83997,50228.48%10,806,845Mar 31, 2024
STEINBERG ASSET MANAGEMENT LLC0.01%0.88%42,386--1,041,757Mar 31, 2024
ARJUNA CAPITAL0.03%0.80%114,2518,9698.52%2,807,148Mar 31, 2024
MIROVA0.05%0.76%174,65372,64671.22%4,291,224Mar 31, 2024
ALPINE GLOBAL MANAGEMENT, LLC0.03%0.62%100,000100,000100.00%2,457,000Mar 31, 2024
GUARDIAN CAPITAL LP0.16%0.51%590,767-2,357-0.40%14,511,062Mar 31, 2024
KARPAS STRATEGIES, LLC0.02%0.46%59,8509041.53%1,470,515Mar 31, 2024
ALPINE WOODS CAPITAL INVESTORS, LLC0.02%0.42%90,150-6,085-6.32%2,095,086Mar 31, 2024

The largest Brookfield Renewable shareholder by % of total assets is NEWGEN ASSET MANAGEMENT LTD. The company owns 762.80K shares of Brookfield Renewable (BEPC), representing 8.02% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CIBC ASSET MANAGEMENT INC0.66%0.21%2,454,472804,84548.79%60,245,813Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP0.51%0.01%1,899,541798,29072.49%46,671,723Mar 31, 2024
MORGAN STANLEY0.49%0.00%1,839,511587,72646.95%45,196,839Mar 31, 2024
NEWGEN ASSET MANAGEMENT LTD0.20%8.02%762,800556,400269.57%18,741,996Mar 31, 2024
AXA S.A.0.14%0.04%538,691538,691100.00%13,235,638Mar 31, 2024
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP0.13%5.03%480,293480,293100.00%9,293,598Mar 31, 2024
BANK OF AMERICA CORP /DE/0.36%0.00%1,335,027447,68850.45%32,801,603,000Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.0.41%0.08%1,529,868403,15535.78%37,589,044Mar 31, 2024
ADVISORS CAPITAL MANAGEMENT, LLC0.21%0.35%781,570399,119104.36%19,203,000Mar 31, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.10%0.02%366,818366,818100.00%8,979,000Mar 31, 2024
BANK OF MONTREAL /CAN/0.32%0.01%1,190,575356,58042.76%29,255,467Mar 31, 2024
ROYAL BANK OF CANADA0.36%0.01%1,345,876329,11032.37%33,067,000Mar 31, 2024
LEGAL & GENERAL GROUP PLC1.01%0.02%3,782,960301,8088.67%92,880,625Mar 31, 2024
INVESCO LTD.0.21%0.00%788,468292,70959.04%19,372,659Mar 31, 2024
AMF TJANSTEPENSION AB0.07%0.05%280,206280,206100.00%6,882,725Mar 31, 2024
CLEARBRIDGE INVESTMENTS, LLC0.37%0.03%1,373,814257,79823.10%33,809,124Mar 31, 2024
PRINCIPAL FINANCIAL GROUP INC1.25%0.07%4,677,627252,5285.71%114,929,332Mar 31, 2024
BLACKROCK INC.0.99%0.00%3,705,518232,8376.70%91,044,575Mar 31, 2024
FIL LTD1.02%0.09%3,818,870213,8285.93%93,719,314Mar 31, 2024
AGF MANAGEMENT LTD0.19%0.10%710,621192,34337.11%17,729,599Mar 31, 2024

As of Mar 31 2024, Brookfield Renewable's largest institutional buyer is CIBC ASSET MANAGEMENT INC. The company purchased 804.85K stocks of BEPC, valued at $60.25M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PARNASSUS INVESTMENTS, LLC0.69%0.14%2,572,928-3,918,476-60.36%63,216,841Mar 31, 2024
EPOCH INVESTMENT PARTNERS, INC.0.01%0.00%42,267-2,041,597-97.97%1,038,500Mar 31, 2024
FMR LLC1.20%0.01%4,494,246-895,266-16.61%110,290,970Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC0.15%0.00%566,577-679,010-54.51%13,961,455Mar 31, 2024
TD ASSET MANAGEMENT INC0.06%0.01%241,275-601,532-71.37%5,926,460Mar 31, 2024
DEUTSCHE BANK AG\0.04%0.00%158,935-365,692-69.71%3,905,033Mar 31, 2024
AMERICAN ASSETS CAPITAL ADVISERS, LLC----263,236-100.00%-Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.43%0.04%1,608,887-251,298-13.51%39,515,000Mar 31, 2024
ALASKA PERMANENT FUND CORP0.02%0.02%67,786-210,808-75.67%1,665,502Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----201,100-100.00%-Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP0.02%0.00%90,133-176,660-66.22%2,214,567Mar 31, 2024
CLEARBRIDGE INVESTMENTS LTD0.46%1.21%1,728,674-155,674-8.26%42,473,520Mar 31, 2024
ENVESTNET ASSET MANAGEMENT INC0.09%0.00%324,104-149,336-31.54%7,963,229Mar 31, 2024
STRS OHIO0.01%0.00%24,324-146,695-85.78%597,000Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.02%0.00%72,971-141,464-65.97%1,792,684Mar 31, 2024
KAYNE ANDERSON CAPITAL ADVISORS LP0.00%0.01%15,566-101,554-86.71%382,457Mar 31, 2024
GOLDMAN SACHS GROUP INC0.16%0.00%587,054-97,221-14.21%14,423,917Mar 31, 2024
CITADEL ADVISORS LLC0.02%0.00%92,900-82,100-46.91%2,282,553Mar 31, 2024
GOTHAM ASSET MANAGEMENT, LLC0.02%0.03%72,138-75,038-50.99%1,772,431Mar 31, 2024
RAYMOND JAMES & ASSOCIATES0.02%0.00%76,494-71,028-48.15%1,879,456Mar 31, 2024

As of Mar 31 2024, Brookfield Renewable's biggest institutional seller is PARNASSUS INVESTMENTS, LLC. The company sold -3.92M shares of BEPC, valued at $63.22M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AXA S.A.0.14%0.04%538,691538,691100.00%13,235,638Mar 31, 2024
FORESIGHT GROUP LTD LIABILITY PARTNERSHIP0.13%5.03%480,293480,293100.00%9,293,598Mar 31, 2024
AMF TJANSTEPENSION AB0.07%0.05%280,206280,206100.00%6,882,725Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.05%0.00%191,400191,400100.00%4,702,698Mar 31, 2024
POINT72 EUROPE (LONDON) LLP0.05%0.38%171,800171,800100.00%4,216,044Mar 31, 2024
0.03%0.03%121,256121,256100.00%3,930,143Mar 31, 2024
NIA IMPACT ADVISORS, LLC0.03%1.15%117,397117,397100.00%2,884,445Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.02%0.00%86,90086,900100.00%2,135,133Mar 31, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.18%72,02272,022100.00%1,769,581Mar 31, 2024
SIG NORTH TRADING, ULC0.02%0.09%71,60071,600100.00%1,759,212Mar 31, 2024
FIFTH LANE CAPITAL, LP0.02%1.40%65,78965,789100.00%1,616,436Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC0.02%0.02%61,67461,674100.00%1,514,736Mar 31, 2024
EDGESTREAM PARTNERS, L.P.0.02%0.08%61,45061,450100.00%1,509,826Mar 31, 2024
BOKF, NA0.02%0.03%59,76859,768100.00%1,467,304Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.01%0.03%54,95254,952100.00%1,350,171Mar 31, 2024
MN SERVICES VERMOGENSBEHEER B.V.0.01%0.01%54,50054,500100.00%1,339,000Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.01%0.27%51,17851,178100.00%1,255,959Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.01%42,64542,645100.00%1,047,090Mar 31, 2024
D. E. SHAW & CO., INC.0.01%0.00%39,40039,400100.00%967,648Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.01%32,80032,800100.00%805,896Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%29,72729,727100.00%730,000Mar 31, 2024
SIG NORTH TRADING, ULC0.01%0.03%25,27625,276100.00%621,031Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.01%0.00%23,78523,785100.00%584,397Mar 31, 2024
SIG NORTH TRADING, ULC0.01%0.03%22,60022,600100.00%555,282Mar 31, 2024
WOLVERINE TRADING, LLC0.01%0.00%22,10022,100100.00%542,997Mar 31, 2024
AXQ CAPITAL, LP0.01%0.12%20,14920,149100.00%495,061Mar 31, 2024
WEDBUSH SECURITIES INC0.01%0.02%19,52319,523100.00%480,000Mar 31, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.01%0.00%18,52018,520100.00%455,036Mar 31, 2024
BALANCED ROCK INVESTMENT ADVISOR0.00%0.31%14,65614,656100.00%360,098Mar 31, 2024
AMERICAN NATIONAL BANK & TRUST CO /VA/0.00%0.08%14,05814,058100.00%345,244Mar 31, 2024
LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA0.00%0.02%12,91212,912100.00%313,601Mar 31, 2024
MODERN WEALTH MANAGEMENT, LLC0.00%0.03%12,03312,033100.00%377,716Mar 31, 2024
CANDRIAM S.C.A.0.00%0.00%11,55111,551100.00%283,729Mar 31, 2024
GROUP ONE TRADING, L.P.0.00%0.00%10,88910,889100.00%267,543Mar 31, 2024
ARETE WEALTH ADVISORS, LLC0.00%0.02%10,74410,744100.00%263,986Mar 31, 2024
CETERA ADVISORS LLC0.00%0.00%10,17810,178100.00%250,073Mar 31, 2024
MONOGRAPH WEALTH ADVISORS, LLC0.00%0.04%10,00010,000100.00%245,700Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.00%0.00%9,3289,328100.00%229,189Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.00%0.00%9,0329,032100.00%221,916Mar 31, 2024
BANK OF NOVA SCOTIA TRUST CO0.00%0.02%8,2968,296100.00%203,832Mar 31, 2024
MACQUARIE GROUP LTD0.00%0.00%5,5785,578100.00%137,000Mar 31, 2024
HEADLANDS TECHNOLOGIES LLC0.00%0.03%5,2265,226100.00%128,403Mar 31, 2024
QUANTBOT TECHNOLOGIES LP0.00%0.01%5,1765,176100.00%127,174Mar 31, 2024
VERITY & VERITY, LLC0.00%0.03%3,4663,466100.00%289,858Mar 31, 2024
GOALVEST ADVISORY LLC0.00%0.02%2,2002,200100.00%54,054Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%2,0062,006100.00%49,287Mar 31, 2024
BOK FINANCIAL PRIVATE WEALTH, INC.0.00%0.00%708708100.00%17,396,000Mar 31, 2024
OPTIVER HOLDING B.V.0.00%-600600100.00%14,742Mar 31, 2024
YHB INVESTMENT ADVISORS, INC.0.00%0.00%592592100.00%14,545Mar 31, 2024
HEXAGON CAPITAL PARTNERS LLC0.00%0.00%521521100.00%12,801Mar 31, 2024
HILLTOP NATIONAL BANK0.00%0.00%500500100.00%12,285Mar 31, 2024
ALLWORTH FINANCIAL LP0.00%0.00%448448100.00%11,008,000Mar 31, 2024
MATHER GROUP, LLC.0.00%0.00%217217100.00%6,247,000Mar 31, 2024
DIXON MITCHELL INVESTMENT COUNSEL INC.0.00%0.00%198198100.00%4,863Mar 31, 2024
SANDY SPRING BANK-0.00%118118100.00%2,900,000Mar 31, 2024
WEST FINANCIAL ADVISORS, LLC-0.00%5050100.00%1,229Mar 31, 2024
CONTINUUM ADVISORY, LLC-0.00%3434100.00%1,046,000Mar 31, 2024
FIRST PREMIER BANK-0.00%2828100.00%1,000Mar 31, 2024
ROSENBERG MATTHEW HAMILTON-0.00%1010100.00%246Mar 31, 2024

Brookfield Renewable's largest new institutional shareholder by number of shares is AXA S.A., purchased 538.69K shares, valued at $13.24M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN ASSETS CAPITAL ADVISERS, LLC----263,236-100.00%-Mar 31, 2024
SKANDINAVISKA ENSKILDA BANKEN AB (PUBL)----201,100-100.00%-Mar 31, 2024
UBS ASSET MANAGEMENT AMERICAS INC----66,786-100.00%-Mar 31, 2024
FORSTA AP-FONDEN----58,100-100.00%-Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----50,900-100.00%-Mar 31, 2024
ACHMEA INVESTMENT MANAGEMENT B.V.----28,542-100.00%-Mar 31, 2024
OAK THISTLE LLC----23,027-100.00%-Mar 31, 2024
ALLIANZ ASSET MANAGEMENT GMBH----17,346-100.00%-Mar 31, 2024
MAGNETAR FINANCIAL LLC----15,882-100.00%-Mar 31, 2024
AE WEALTH MANAGEMENT LLC----15,337-100.00%-Mar 31, 2024
TRUIST FINANCIAL CORP----14,937-100.00%-Mar 31, 2024
EVANSON ASSET MANAGEMENT, LLC----13,001-100.00%-Mar 31, 2024
TRANSATLANTIQUE PRIVATE WEALTH LLC----12,991-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD----12,446-100.00%-Mar 31, 2024
HEROLD ADVISORS, INC.----12,111-100.00%-Mar 31, 2024
AMERICAN CENTURY COMPANIES INC----10,520-100.00%-Mar 31, 2024
PRUDENTIAL FINANCIAL INC----10,059-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----9,500-100.00%-Mar 31, 2024
WOLVERINE TRADING, LLC----8,900-100.00%-Mar 31, 2024
RESOURCES INVESTMENT ADVISORS, LLC.----8,582-100.00%-Mar 31, 2024
TRILOGY CAPITAL INC.----8,270-100.00%-Mar 31, 2024
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC----7,476-100.00%-Mar 31, 2024
UTAH RETIREMENT SYSTEMS----7,400-100.00%-Mar 31, 2024
WAVERTON INVESTMENT MANAGEMENT LTD----7,280-100.00%-Mar 31, 2024
TOWNSQUARE CAPITAL LLC----7,257-100.00%-Mar 31, 2024
SELDON CAPITAL LP----7,143-100.00%-Mar 31, 2024
ADVISOR OS, LLC----6,949-100.00%-Mar 31, 2024
ORION CAPITAL MANAGEMENT LLC----3,000-100.00%-Mar 31, 2024
WHITTIER TRUST CO OF NEVADA INC----1,000-100.00%-Mar 31, 2024
ANNAPOLIS FINANCIAL SERVICES, LLC----954-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----849-100.00%-Mar 31, 2024
RFP FINANCIAL GROUP LLC----500-100.00%-Mar 31, 2024
TOMPKINS FINANCIAL CORP----435-100.00%-Mar 31, 2024
GAMMA INVESTING LLC----360-100.00%-Mar 31, 2024
FOCUSED WEALTH MANAGEMENT, INC----236-100.00%-Mar 31, 2024
LOOMIS SAYLES & CO L P----233-100.00%-Mar 31, 2024
JNBA FINANCIAL ADVISORS----187-100.00%-Mar 31, 2024
LARSON FINANCIAL GROUP LLC----99-100.00%-Mar 31, 2024
SOUTHSTATE CORP----60-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----38-100.00%-Mar 31, 2024
ROCKBRIDGE INVESTMENT MANAGEMENT, LCC----30-100.00%-Mar 31, 2024

Brookfield Renewable's largest sold out institutional shareholder by shares sold is AMERICAN ASSETS CAPITAL ADVISERS, LLC, sold -0.26M shares, valued at -, as of undefined.

Brookfield Renewable Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
NEW ALTERNATIVES FUND2.30%425,00050,00013.33%Dec 29, 2023
PARNASSUS FUNDS1.72%2,572,928-3,918,476-60.36%Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST0.88%1,803--Jan 31, 2021
Kayne Anderson NextGen Energy & Infrastructure, Inc.0.73%201,576--Aug 31, 2023
Gabelli ETFs Trust0.34%4,5001,00028.57%Dec 29, 2023
CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND0.30%21,000--Feb 29, 2024
Cushing Mutual Funds Trust0.28%8,025--Aug 31, 2023
BlackRock Advantage SMID Cap Fund, Inc.0.26%48,407--Dec 29, 2023
FIDELITY TREND FUND0.25%133,763--Dec 31, 2023
FRONTIER FUNDS, INC.0.24%107,046-4,218-3.79%Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS 180.24%60,305--Feb 29, 2024
QUAKER INVESTMENT TRUST0.23%3,853--Dec 31, 2023
Salient Midstream & MLP Fund0.19%42,834--Aug 31, 2022
MERIDIAN FUND INC0.15%517,800286,000123.38%Dec 29, 2023
Salient MF Trust0.12%146,445--Sep 30, 2022
SHELTON FUNDS0.11%186,700-80,000-30.00%Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.09%347,14733,57210.71%Jan 31, 2024
LMP CAPITAL & INCOME FUND INC.0.08%23,800--Feb 29, 2024
Neuberger Berman MLP & Energy Income Fund Inc.0.08%25,000--Feb 29, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.07%155,888--Dec 31, 2023
Voya Global Advantage & Premium Opportunity Fund0.06%3,997--Feb 29, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.06%11,942--Feb 29, 2024
FIDELITY CAPITAL TRUST0.05%551,700--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.05%20,960--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.05%2,908--Dec 31, 2023
Voya Infrastructure, Industrials & Materials Fund0.04%10,530--Feb 29, 2024
Calvert Responsible Index Series, Inc.0.04%65,305--Dec 31, 2023
Vericimetry Funds0.04%3,952--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.03%194,706--Dec 31, 2023
ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND0.03%42,563--Feb 29, 2024
Northern Lights Variable Trust0.03%25,777--Dec 31, 2023
Fidelity Commonwealth Trust II0.03%168,15887,123107.51%Aug 31, 2023
BlackRock ETF Trust0.02%22,288-5,717-20.41%Jan 31, 2024
GABELLI UTILITIES FUND0.02%16,999-13,359-44.00%Dec 29, 2023
BNY Mellon Strategic Funds, Inc.0.02%46,513-1,149-2.41%Mar 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC0.02%1,150--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.02%41,500--Dec 31, 2023
Principal Diversified Select Real Asset Fund0.02%7,396-6,787-47.85%Dec 31, 2023
CALVERT IMPACT FUND INC0.01%157,6124,9833.26%Dec 31, 2023
GABELLI GLOBAL UTILITY & INCOME TRUST0.01%1,950--Dec 29, 2023
MASTER LARGE CAP SERIES LLC0.01%10,887--Mar 31, 2022
TIAA SEPARATE ACCOUNT VA 10.01%2,781--Dec 31, 2023
NEUBERGER BERMAN EQUITY FUNDS0.01%102,41237,09456.79%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%56,0948761.59%Jan 31, 2024
FIDELITY DESTINY PORTFOLIOS0.01%17,400--Dec 31, 2023
IndexIQ ETF Trust0.01%20,360-52-0.25%Jan 31, 2024
GABELLI UTILITY TRUST0.01%2,950--Dec 29, 2023
VANGUARD TAX-MANAGED FUNDS0.01%2,162,4301,098,119103.18%Dec 31, 2023
FIDELITY COVINGTON TRUST0.01%86,09161,396248.62%Feb 29, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%3,426-167-4.65%Mar 31, 2024
Goldman Sachs ETF Trust II0.01%6,033150.25%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 160.01%1,431--Jan 31, 2024
Listed Funds Trust0.00%2,112--Feb 29, 2024
WILLIAMSBURG INVESTMENT TRUST0.00%12,833--Dec 31, 2023
CLEARWATER INVESTMENT TRUST0.00%40,00037,1901323.49%Dec 29, 2023
Calvert Variable Products, Inc.0.00%10,468--Dec 31, 2023
Humankind Benefit Corp0.00%88--Dec 31, 2023
GPS Funds I0.00%18,543--Dec 31, 2023
Nuveen Real Asset Income & Growth Fund0.00%9,424--Dec 31, 2023
Victory Portfolios II0.00%200,753-5,505-2.67%Dec 31, 2023
USCF ETF Trust0.00%70020040.00%Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%195,320--Feb 29, 2024
GREEN CENTURY FUNDS0.00%5,779--Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.00%53,430--Feb 29, 2024
Voya EQUITY TRUST0.00%4,046--Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%223,791-39,253-14.92%Jan 31, 2024
PRINCIPAL VARIABLE CONTRACTS FUNDS INC0.00%105,607-289-0.27%Dec 31, 2023
FIDELITY SECURITIES FUND0.00%237,473--Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%20,800--Dec 31, 2023
Meeder Funds0.00%10,2782,21427.46%Mar 31, 2024
BARON SELECT FUNDS0.00%24,321--Dec 31, 2023
FIDELITY INVESTMENT TRUST0.00%397,600-5,400-1.34%Jan 31, 2024
TIMOTHY PLAN0.00%8,520--Mar 31, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.00%6,493--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%322,2899,6353.08%Feb 29, 2024
VANGUARD EXPLORER FUND0.00%21,140--Jan 31, 2024
FundVantage Trust0.00%7,578--Jan 31, 2024
Voya BALANCED PORTFOLIO INC0.00%2,007--Dec 31, 2023
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%338,019296,024704.90%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%5,102--Dec 31, 2023
Cavanal Hill Funds0.00%2,599--Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%105,531--Dec 31, 2023
MAINSTAY VP FUNDS TRUST0.00%149,800--Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.00%15,410--Jan 31, 2024
SEI Catholic Values Trust0.00%3,044--Feb 29, 2024
OHIO NATIONAL FUND INC0.00%22,836--Dec 31, 2023
SunAmerica Specialty Series0.00%564--Apr 30, 2021
FIDELITY ADVISOR SERIES I0.00%195,150--Feb 29, 2024
VANGUARD STAR FUNDS0.00%1,842,86432,5311.80%Jan 31, 2024
Forethought Variable Insurance Trust0.00%4,062--Dec 29, 2023
ALPS ETF Trust0.00%11,274--Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%77,1793,5004.75%Dec 31, 2023
TIAA-CREF LIFE FUNDS0.00%2,251--Dec 31, 2023
SPDR INDEX SHARES FUNDS0.00%151,0764,3502.96%Dec 31, 2023
Dimensional ETF Trust0.00%337,285112,28849.91%Jan 31, 2024
ETFis Series Trust I0.00%1,083--Jan 31, 2024
BAIRD FUNDS INC0.00%743,426138,59622.91%Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%83,000--Dec 31, 2023
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,534--Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%16,686-192-1.14%Dec 31, 2023

Brookfield Renewable's largest mutual fund holder by % of total assets is "NEW ALTERNATIVES FUND", owning 425.00K shares, compromising 2.30% of its total assets.

Brookfield Renewable Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24294-16.00%
31 Dec, 233508.02%
30 Sep, 23324-5.26%
30 Jun, 23342-
31 Mar, 23342-4.20%
31 Dec, 223574.39%
30 Sep, 223421.79%
30 Jun, 22336-5.35%
31 Mar, 223555.03%
31 Dec, 213387.64%
30 Sep, 21314-3.38%
30 Jun, 21325-0.31%
31 Mar, 213263.82%
31 Dec, 2031418.05%
30 Sep, 2026626500.00%
30 Jun, 201-
31 Mar, 201-
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-

As of 31 Mar 24, 294 institutions are holding Brookfield Renewable's shares, representing a decrease of -16.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2468,926,969-46.60%
31 Dec, 23129,086,7056.63%
30 Sep, 23121,065,6240.96%
30 Jun, 23119,911,9204.58%
31 Mar, 23114,662,586-3.01%
31 Dec, 22118,218,768-1.27%
30 Sep, 22119,742,745-0.95%
30 Jun, 22120,893,660-0.10%
31 Mar, 22121,013,1002.49%
31 Dec, 21118,068,866-1.75%
30 Sep, 21120,176,165-1.29%
30 Jun, 21121,750,227-4.88%
31 Mar, 21128,001,200-2.42%
31 Dec, 20131,169,48248.09%
30 Sep, 2088,573,0729797806.19%
30 Jun, 20904-
31 Mar, 20904-
31 Dec, 19904-
30 Sep, 19904-
30 Jun, 19904-
31 Mar, 19904-

Brookfield Renewable (BEPC) has 68.93M shares outstanding as of 31 Mar 24, down -46.60% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2418.42%0.36%
31 Dec, 2371.85%1.58%
30 Sep, 2367.39%1.39%
30 Jun, 2369.62%1.57%
31 Mar, 2366.58%1.41%
31 Dec, 2268.66%1.42%
30 Sep, 2269.53%1.41%
30 Jun, 2270.20%1.42%
31 Mar, 2270.26%1.49%
31 Dec, 2168.56%1.41%
30 Sep, 2169.79%1.40%
30 Jun, 2170.70%1.28%
31 Mar, 2174.33%1.28%
31 Dec, 2076.18%2.88%
30 Sep, 2051.44%8300577162.50%
30 Jun, 200.00%125000.00%
31 Mar, 200.00%125000.00%
31 Dec, 190.00%125000.00%
30 Sep, 190.00%125000.00%
30 Jun, 190.00%125000.00%
31 Mar, 190.00%-

As of 31 Mar 24, Brookfield Renewable is held by 18.42% institutional shareholders, representing a 0.36% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24154-18.52%
31 Dec, 2318911.83%
30 Sep, 23169-3.98%
30 Jun, 23176-7.85%
31 Mar, 23191-3.05%
31 Dec, 2219710.67%
30 Sep, 221781.14%
30 Jun, 22176-8.81%
31 Mar, 221936.63%
31 Dec, 2118113.84%
30 Sep, 21159-9.14%
30 Jun, 21175-8.38%
31 Mar, 21191-31.79%
31 Dec, 202806.06%
30 Sep, 20264-
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-

154 institutional shareholders have increased their position in BEPC stock as of 31 Mar 24 compared to 189 in the previous quarter (a -18.52% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 2484-26.96%
31 Dec, 2311517.35%
30 Sep, 2398-2.00%
30 Jun, 231005.26%
31 Mar, 2395-7.77%
31 Dec, 22103-
30 Sep, 2210313.19%
30 Jun, 2291-7.14%
31 Mar, 22985.38%
31 Dec, 219314.81%
30 Sep, 2181-10.00%
30 Jun, 219013.92%
31 Mar, 2179163.33%
31 Dec, 2030-
30 Sep, 20--
30 Jun, 20--
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--

84 institutional shareholders have reduced their position in BEPC stock as of 31 Mar 24 compared to 115 in the previous quarter (a -26.96% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24294-16.00%68,926,969-46.60%18.42%0.36%154-18.52%84-26.96%
31 Dec, 233508.02%129,086,7056.63%71.85%1.58%18911.83%11517.35%
30 Sep, 23324-5.26%121,065,6240.96%67.39%1.39%169-3.98%98-2.00%
30 Jun, 23342-119,911,9204.58%69.62%1.57%176-7.85%1005.26%
31 Mar, 23342-4.20%114,662,586-3.01%66.58%1.41%191-3.05%95-7.77%
31 Dec, 223574.39%118,218,768-1.27%68.66%1.42%19710.67%103-
30 Sep, 223421.79%119,742,745-0.95%69.53%1.41%1781.14%10313.19%
30 Jun, 22336-5.35%120,893,660-0.10%70.20%1.42%176-8.81%91-7.14%
31 Mar, 223555.03%121,013,1002.49%70.26%1.49%1936.63%985.38%
31 Dec, 213387.64%118,068,866-1.75%68.56%1.41%18113.84%9314.81%
30 Sep, 21314-3.38%120,176,165-1.29%69.79%1.40%159-9.14%81-10.00%
30 Jun, 21325-0.31%121,750,227-4.88%70.70%1.28%175-8.38%9013.92%
31 Mar, 213263.82%128,001,200-2.42%74.33%1.28%191-31.79%79163.33%
31 Dec, 2031418.05%131,169,48248.09%76.18%2.88%2806.06%30-
30 Sep, 2026626500.00%88,573,0729797806.19%51.44%8300577162.50%264---
30 Jun, 201-904-0.00%125000.00%----
31 Mar, 201-904-0.00%125000.00%----
31 Dec, 191-904-0.00%125000.00%----
30 Sep, 191-904-0.00%125000.00%----
30 Jun, 191-904-0.00%125000.00%--100.00%--
31 Mar, 191-904-0.00%-1---

Brookfield Renewable Peer Ownership


TickerCompany
BEPBrookfield Renewable Partners L.P.
AQNAlgonquin Power & Utilities Corp.
CWENClearway Energy, Inc.
RNWReNew Energy Global Plc
AYAtlantica Sustainable Infrastructure plc
NEPNextEra Energy Partners, LP

BEPC Ownership FAQ


Brookfield Renewable is owned by institutional shareholders (18.42%), insiders (0.03%), and public (81.55%). The largest institutional shareholder of Brookfield Renewable is BROOKFIELD CORP /ON/ (11.98% of total shares) and the top mutual fund owner is NEW ALTERNATIVES FUND (2.30% of total shares).

Brookfield Renewable's major institutional shareholders are BROOKFIELD CORP /ON/, VANGUARD GROUP INC, PRINCIPAL FINANCIAL GROUP INC, FMR LLC, and FIL LTD. The top five shareholders own together 16.85% of the company's share outstanding.

As of Mar 2024, there are 294 institutional shareholders of Brookfield Renewable.

BROOKFIELD CORP /ON/ owns 44.81M shares of Brookfield Renewable, representing 11.98% of the company's total shares outstanding, valued at $1.1B (as of Mar 2024).

As of Mar 2024, VANGUARD GROUP INC holds 5.24M shares of Brookfield Renewable (BEPC), compromising 1.40% of the company, valued at $128.85M.

PRINCIPAL FINANCIAL GROUP INC is the third largest holder of Brookfield Renewable. The company owns 4.68M of the company's shares outstanding (worth $114.93M).