NECFA
BEPC icon

New England Capital Financial Advisors’s Brookfield Renewable BEPC Stock Holding History

New England Capital Financial 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
Q1 		$67.7K Buy
1,700
+700
+70% +$28.5K 0.02% 108
2025
Q4 		$38.3K Hold
1,000
– – 0.02% 149
2025
Q3 		$34.4K Hold
1,000
– – 0.01% 150
2025
Q2 		$32.8K Hold
1,000
– – 0.02% 142
2025
Q1 		$27.9K Buy
+1,000
New +$27.4K 0.01% 153

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

New England Capital Financial Advisors's BEPC Position: Q1 2026 in Review

New England Capital Financial Advisors increased its Brookfield Renewable (BEPC) stake by 70% in Q1 2026, buying an estimated $28.5K and bringing the position to 1,700 shares worth $67.7K. The position accounts for 0.02% of the portfolio, ranked #108.

New England Capital Financial Advisors first reported a position in BEPC in Q1 2025 and has held it in 5 quarters since. 416 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • New England Capital Financial Advisors held 1,700 shares of Brookfield Renewable worth $67.7K as of Q1 2026.
  • New England Capital Financial Advisors bought 700 Brookfield Renewable shares in Q1 2026, an estimated $28.5K.
  • Brookfield Renewable made up 0.02% of New England Capital Financial Advisors's portfolio in Q1 2026, its #108 holding.
  • New England Capital Financial Advisors first reported a position in Brookfield Renewable in Q1 2025 and has held it in 5 quarters since.
  • 416 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.