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Next Financial Group’s Brookfield Renewable BEPC Stock Holding History

Next Financial 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
2021
Q4 		$19K Hold
508
– – ﹤0.01% 1898
2021
Q3 		$20K Buy
508
+74
+17% +$3.1K ﹤0.01% 1791
2021
Q2 		$18K Buy
434
+23
+6% +$978 ﹤0.01% 1784
2021
Q1 		$19K Sell
411
-311
-43% -$15.9K ﹤0.01% 1650
2020
Q4 		$42K Buy
722
+195
+37% +$9.38K ﹤0.01% 1258
2020
Q3 		$21K Buy
+527
New +$17.7K ﹤0.01% 1384

Other funds holding BEPC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIA
ClearBridge Investments (Australia) Sydney, Australia $4.56B AUM 24.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Next Financial Group's BEPC Position: Q4 2021 in Review

Next Financial Group held its Brookfield Renewable (BEPC) position steady in Q4 2021 at 508 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1898.

Next Financial Group first reported a position in BEPC in Q3 2020 and has held it in 6 quarters since. The position peaked at $42K in Q4 2020. 346 funds tracked by Wall St. Rank hold BEPC as of Q4 2021.

  • Next Financial Group held 508 shares of Brookfield Renewable worth $19K as of Q4 2021.
  • Next Financial Group left its Brookfield Renewable share count unchanged in Q4 2021.
  • Brookfield Renewable made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1898 holding.
  • Next Financial Group first reported a position in Brookfield Renewable in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Brookfield Renewable position peaked at $42K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.