JFS Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$3.01K	Buy	81 +41	+103%	+$1.59K	﹤0.01%	1475
2026 Q1	$1.59K	Hold	40	–	–	﹤0.01%	1573
2025 Q4	$1.53K	Hold	40	–	–	﹤0.01%	1618
2025 Q3	$1.38K	Hold	40	–	–	﹤0.01%	1536
2025 Q2	$1.31K	Buy	40 +2	+5%	+$58	﹤0.01%	1503
2025 Q1	$1.06K	Buy	+38	New	+$1.04K	﹤0.01%	1632
2024 Q4	–	Sell	-69	Closed	-$2.25K	–	1950
2024 Q3	$2.25K	Buy	69 +25	+57%	+$725	﹤0.01%	1431
2024 Q2	$1.25K	Sell	44 -363	-89%	-$10.1K	﹤0.01%	1612
2024 Q1	$10K	Hold	407	–	–	﹤0.01%	817
2023 Q4	$11.7K	Sell	407 -19	-4%	-$484	﹤0.01%	730
2023 Q3	$10.2K	Buy	426 +23	+6%	+$667	﹤0.01%	718
2023 Q2	$12.7K	Buy	403 +9	+2%	+$304	﹤0.01%	657
2023 Q1	$13.8K	Buy	394 +12	+3%	+$363	﹤0.01%	614
2022 Q4	$10.5K	Buy	382 +7	+2%	+$216	﹤0.01%	690
2022 Q3	$12K	Hold	375	–	–	﹤0.01%	668
2022 Q2	$13K	Hold	375	–	–	﹤0.01%	685
2022 Q1	$16K	Hold	375	–	–	﹤0.01%	656
2021 Q4	$14K	Hold	375	–	–	﹤0.01%	627
2021 Q3	$15K	Hold	375	–	–	﹤0.01%	584
2021 Q2	$16K	Hold	375	–	–	﹤0.01%	392
2021 Q1	$18K	Hold	375	–	–	﹤0.01%	351
2020 Q4	$22K	Hold	375	–	–	﹤0.01%	323
2020 Q3	$15K	Buy	+375	New	+$12.6K	﹤0.01%	344

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

JFS Wealth Advisors's BEPC Position: Q2 2026 in Review

JFS Wealth Advisors increased its Brookfield Renewable (BEPC) stake by 103% in Q2 2026, buying an estimated $1.59K and bringing the position to 81 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

JFS Wealth Advisors first reported a position in BEPC in Q3 2020 and has held it in 23 quarters since. The position peaked at $22K in Q4 2020. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

JFS Wealth Advisors held 81 shares of Brookfield Renewable worth $3.01K as of Q2 2026.
JFS Wealth Advisors bought 41 Brookfield Renewable shares in Q2 2026, an estimated $1.59K.
Brookfield Renewable made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1475 holding.
JFS Wealth Advisors first reported a position in Brookfield Renewable in Q3 2020 and has held it in 23 quarters since.
JFS Wealth Advisors's Brookfield Renewable position peaked at $22K in Q4 2020.
425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.