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Newbridge Financial Services Group’s Brookfield Renewable BEPC Stock Holding History

Newbridge Financial Services Group’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 		– Sell
-18,329
Closed -$730K – 1233
2026
Q1 		$730K Buy
18,329
+8,111
+79% +$330K 0.12% 127
2025
Q4 		$392K Buy
+10,218
New +$411K 0.06% 162

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

Newbridge Financial Services Group's BEPC Position: Q2 2026 in Review

Newbridge Financial Services Group sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 18,329 shares — an estimated $730K sold.

Newbridge Financial Services Group first reported a position in BEPC in Q4 2025 and held it in 2 quarters. The position peaked at $730K in Q1 2026. 425 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Newbridge Financial Services Group reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 18,329 Brookfield Renewable shares in Q2 2026, an estimated $730K.
  • Newbridge Financial Services Group first reported a position in Brookfield Renewable in Q4 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Brookfield Renewable position peaked at $730K in Q1 2026.
  • 425 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.