13F QoQ Ownership Changes
BEPC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 3 new · 1 added · 2 reduced · 2 exited
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 335,323 | +335,323 | $9.8M | +$9.8M | — |
| ONTARIO TEACHERS PENSION PLAN BOARD | 89,338 | +89,338 | $2.5M | +$2.5M | — |
| FLAGSHIP HARBOR ADVISORS, LLC | 8,512 | +8,512 | $241.6K | +$241.6K | — |
Added To(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NBT BANK N A /NY | 38 | +4 | $3.3K | +$337 | 11.8% |
Reduced(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| A. D. Beadell Investment Counsel, Inc. | 91,160 | -4,605 | $3.5K | +$199 | -4.8% |
| Hanson & Doremus Investment Management | 19,998 | -739 | $767 | +$53 | -3.6% |
Sold Out(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 0 | -1,716,880 | $0 | -$56.1M | — |
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -852,536 | $0 | -$25.0M | — |