Jones Financial Companies
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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
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

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Legal & General Group
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VCM
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BlackRock
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return