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Brookfield Renewable Corp Cl A Ex Sub Vtg shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Brookfield Renewable Corp Cl A Ex Sub Vtg

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All positions including Brookfield Renewable Corp Cl A Ex Sub Vtg held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Brookfield Renewable Corp Cl A Ex Sub Vtg by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 29k 34.42
2025-06-30 $963k 29k 32.78
2025-03-31 $848k 30k 27.92
2024-12-31 $840k 30k 27.66

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Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Brookfield Renewable Corp Cl A Ex Sub Vtg

Brookfield Asset Management
Vanguard Group
Parnassus Investments
Principal Financial Group
ClearBridge Advisors
Rare Infrastructure
Legal & General Group
BlackRock
Atlantic Trust
Baird Financial
Canada Pension Plan Investment Board
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Royal Bank of Canada
SAM Sustainable Asset Management

View all funds holding Brookfield Renewable Corp Cl A Ex Sub Vtg