Jones Financial Companies
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Jones Financial Companies’s Brookfield Renewable BEP Stock Holding History

Jones Financial Companies’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$167K Buy
5,257
+284
+6% +$8.56K ﹤0.01% 2461
2025
Q4 		$134K Sell
4,973
-470
-9% -$13.4K ﹤0.01% 2102
2025
Q3 		$141K Buy
5,443
+1,145
+27% +$29.5K ﹤0.01% 1928
2025
Q2 		$110K Buy
4,298
+785
+22% +$18.5K ﹤0.01% 1897
2025
Q1 		$78.2K Buy
3,513
+926
+36% +$20.7K ﹤0.01% 1877
2024
Q4 		$59K Buy
2,587
+537
+26% +$13.7K ﹤0.01% 1813
2024
Q3 		$58K Buy
2,050
+745
+57% +$18.7K ﹤0.01% 1587
2024
Q2 		$32.3K Buy
+1,305
New +$32.5K ﹤0.01% 1398

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