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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
2025
Q3 		– Sell
-13,365
Closed -$438K – 131
2025
Q2 		$438K Buy
+13,365
New +$390K 0.18% 59

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

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.