Kestra Advisory Services
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Kestra Advisory Services’s Brookfield Renewable BEPC Stock Holding History

Kestra Advisory Services’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
Q3 		$870K Buy
30,814
+20,153
+189% +$659K ﹤0.01% 2069
2026
Q2 		$396K Buy
10,661
+508
+5% +$19.7K ﹤0.01% 2522
2026
Q1 		$404K Sell
10,153
-1,785
-15% -$72.7K ﹤0.01% 2396
2025
Q4 		$458K Buy
11,938
+2,594
+28% +$104K ﹤0.01% 2225
2025
Q3 		$322K Buy
9,344
+1,071
+13% +$36.7K ﹤0.01% 2388
2025
Q2 		$271K Buy
8,273
+894
+12% +$26.1K ﹤0.01% 2431
2025
Q1 		$206K Sell
7,379
-151
-2% -$4.14K ﹤0.01% 2454
2024
Q4 		$208K Sell
7,530
-662
-8% -$20.4K ﹤0.01% 2464
2024
Q3 		$268K Sell
8,192
-299
-4% -$8.67K ﹤0.01% 2164
2024
Q2 		$241K Buy
+8,491
New +$237K ﹤0.01% 2275

Other funds holding BEPC

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Kestra Advisory Services's BEPC Position: Q3 2026 in Review

Kestra Advisory Services increased its Brookfield Renewable (BEPC) stake by 189% in Q3 2026, buying an estimated $659K and bringing the position to 30,814 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Kestra Advisory Services first reported a position in BEPC in Q2 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Kestra Advisory Services held 30,814 shares of Brookfield Renewable worth $870K as of Q3 2026.
  • Kestra Advisory Services bought 20,153 Brookfield Renewable shares in Q3 2026, an estimated $659K.
  • Brookfield Renewable made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2069 holding.
  • Kestra Advisory Services first reported a position in Brookfield Renewable in Q2 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.