Jones Financial Companies’s Brookfield Renewable BEPC Stock Holding History

Jones Financial Companies’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	$2.45M	Sell	65,015 -12,256	-16%	-$475K	﹤0.01%	1486
2026 Q1	$3.04M	Buy	77,271 +58,524	+312%	+$2.38M	﹤0.01%	1260
2025 Q4	$719K	Buy	18,747 +5,578	+42%	+$224K	﹤0.01%	1360
2025 Q3	$455K	Buy	13,169 +37	+0.3%	+$1.27K	﹤0.01%	1435
2025 Q2	$431K	Buy	13,132 +3,701	+39%	+$108K	﹤0.01%	1328
2025 Q1	$264K	Buy	9,431 +6,487	+220%	+$178K	﹤0.01%	1373
2024 Q4	$81.4K	Buy	2,944 +177	+6%	+$5.44K	﹤0.01%	1697
2024 Q3	$91K	Buy	2,767 +533	+24%	+$15.5K	﹤0.01%	1441
2024 Q2	$63.4K	Buy	2,234 +1,768	+379%	+$49.4K	﹤0.01%	1170
2024 Q1	$11.4K	Buy	466 +357	+328%	+$9.36K	﹤0.01%	1036
2023 Q4	$3.14K	Buy	+109	New	+$2.78K	﹤0.01%	835

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

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

Jones Financial Companies reduced its Brookfield Renewable (BEPC) stake by 16% in Q2 2026, selling an estimated $475K and leaving 65,015 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Jones Financial Companies first reported a position in BEPC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Jones Financial Companies held 65,015 shares of Brookfield Renewable worth $2.45M as of Q2 2026.
Jones Financial Companies sold 12,256 Brookfield Renewable shares in Q2 2026, an estimated $475K.
Brookfield Renewable made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1486 holding.
Jones Financial Companies first reported a position in Brookfield Renewable in Q4 2023 and has held it in 11 quarters since.
Jones Financial Companies's Brookfield Renewable position peaked at $3.04M in Q1 2026.
429 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.