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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
Q2 		$37.1K Sell
1,000
-700
-41% -$27.1K 0.01% 156
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

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

New England Capital Financial Advisors's BEPC Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Brookfield Renewable (BEPC) stake by 41% in Q2 2026, selling an estimated $27.1K and leaving 1,000 shares worth $37.1K. The position accounts for 0.01% of the portfolio, ranked #156.

New England Capital Financial Advisors first reported a position in BEPC in Q1 2025 and has held it in 6 quarters since. The position peaked at $67.7K in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • New England Capital Financial Advisors held 1,000 shares of Brookfield Renewable worth $37.1K as of Q2 2026.
  • New England Capital Financial Advisors sold 700 Brookfield Renewable shares in Q2 2026, an estimated $27.1K.
  • Brookfield Renewable made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • New England Capital Financial Advisors first reported a position in Brookfield Renewable in Q1 2025 and has held it in 6 quarters since.
  • New England Capital Financial Advisors's Brookfield Renewable position peaked at $67.7K in Q1 2026.
  • 429 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.