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NewEdge Wealth’s Brookfield Renewable BEPC Stock Holding History

NewEdge Wealth’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 		– Sell
-5,451
Closed -$209K – 1140
2025
Q4 		$209K Sell
5,451
-382
-7% -$15.4K ﹤0.01% 1138
2025
Q3 		$250K Buy
+5,833
New +$200K ﹤0.01% 926
2022
Q4 		– Sell
-6,554
Closed -$214K – 547
2022
Q3 		$214K Buy
6,554
+856
+15% +$32.9K 0.01% 482
2022
Q2 		$203K Buy
+5,698
New +$211K 0.01% 529

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NewEdge Wealth's BEPC Position: Q1 2026 in Review

NewEdge Wealth sold out of Brookfield Renewable (BEPC) in Q1 2026, closing a stake of 5,451 shares — an estimated $209K sold.

NewEdge Wealth first reported a position in BEPC in Q2 2022 and held it in 4 quarters. The position peaked at $250K in Q3 2025. 418 funds tracked by Wall St. Rank hold BEPC as of Q1 2026.

  • NewEdge Wealth reported no remaining Brookfield Renewable position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 5,451 Brookfield Renewable shares in Q1 2026, an estimated $209K.
  • NewEdge Wealth first reported a position in Brookfield Renewable in Q2 2022 and held it in 4 quarters.
  • NewEdge Wealth's Brookfield Renewable position peaked at $250K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Brookfield Renewable as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.