NW
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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

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Parnassus Investments
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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
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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