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 Q2	$223K	Buy	6,325 +1,068	+20%	+$37.1K	﹤0.01%	2529
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

Other funds holding BEP

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jones Financial Companies's BEP Position: Q2 2026 in Review

Jones Financial Companies increased its Brookfield Renewable (BEP) stake by 20% in Q2 2026, buying an estimated $37.1K and bringing the position to 6,325 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #2529.

Jones Financial Companies first reported a position in BEP in Q2 2024 and has held it in 9 quarters since. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

Jones Financial Companies held 6,325 shares of Brookfield Renewable worth $223K as of Q2 2026.
Jones Financial Companies bought 1,068 Brookfield Renewable shares in Q2 2026, an estimated $37.1K.
Brookfield Renewable made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2529 holding.
Jones Financial Companies first reported a position in Brookfield Renewable in Q2 2024 and has held it in 9 quarters since.
254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.