Cura Wealth Advisors’s Brookfield Renewable BEPC Stock Holding History

Cura Wealth Advisors’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	$497K	Hold	13,385	–	–	0.21%	65
2026 Q1	$533K	Hold	13,385	–	–	0.24%	58
2025 Q4	$513K	Sell	13,385 -10	-0.1%	-$402	0.19%	64
2025 Q3	$461K	Buy	+13,395	New	+$459K	0.18%	60
2025 Q2	–	Sell	-13,500	Closed	-$394K	–	119
2025 Q1	$377K	Hold	13,500	–	–	0.15%	63
2024 Q4	$373K	Buy	+13,500	New	+$415K	0.17%	63

Other funds holding BEPC

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Cura Wealth Advisors's BEPC Position: Q2 2026 in Review

Cura Wealth Advisors held its Brookfield Renewable (BEPC) position steady in Q2 2026 at 13,385 shares worth $497K. The position accounts for 0.21% of the portfolio, ranked #65.

Cura Wealth Advisors first reported a position in BEPC in Q4 2024 and has held it in 6 quarters since. The position peaked at $533K in Q1 2026. 426 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Cura Wealth Advisors held 13,385 shares of Brookfield Renewable worth $497K as of Q2 2026.
Cura Wealth Advisors left its Brookfield Renewable share count unchanged in Q2 2026.
Brookfield Renewable made up 0.21% of Cura Wealth Advisors's portfolio in Q2 2026, its #65 holding.
Cura Wealth Advisors first reported a position in Brookfield Renewable in Q4 2024 and has held it in 6 quarters since.
Cura Wealth Advisors's Brookfield Renewable position peaked at $533K in Q1 2026.
426 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.