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Bright Futures Wealth Management’s Brookfield Renewable BEPC Stock Holding History

Bright Futures Wealth Management’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 		$241K Sell
6,493
-86
-1% -$3.33K 0.16% 167
2026
Q1 		$262K Hold
6,579
– – 0.18% 133
2025
Q4 		$252K Buy
6,579
+103
+2% +$4.14K 0.19% 126
2025
Q3 		$223K Buy
+6,476
New +$222K 0.17% 130
2024
Q2 		– Sell
-7,533
Closed -$224K – 212
2024
Q1 		$224K Buy
+7,533
New +$197K 0.12% 184

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

Bright Futures Wealth Management's BEPC Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Brookfield Renewable (BEPC) stake by 1.3% in Q2 2026, selling an estimated $3.33K and leaving 6,493 shares worth $241K. The position accounts for 0.16% of the portfolio, ranked #167.

Bright Futures Wealth Management first reported a position in BEPC in Q1 2024 and has held it in 5 quarters since. The position peaked at $262K in Q1 2026. 428 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

  • Bright Futures Wealth Management held 6,493 shares of Brookfield Renewable worth $241K as of Q2 2026.
  • Bright Futures Wealth Management sold 86 Brookfield Renewable shares in Q2 2026, an estimated $3.33K.
  • Brookfield Renewable made up 0.16% of Bright Futures Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Bright Futures Wealth Management first reported a position in Brookfield Renewable in Q1 2024 and has held it in 5 quarters since.
  • Bright Futures Wealth Management's Brookfield Renewable position peaked at $262K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.