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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

RAM

Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

AMAL

Asset Management Advisors LLC Oklahoma City, Oklahoma $181M AUM 51.38% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Kestra Advisory Services's BEPC Position: Q2 2026 in Review

Kestra Advisory Services increased its Brookfield Renewable (BEPC) stake by 5% in Q2 2026, buying an estimated $19.7K and bringing the position to 10,661 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2522.

Kestra Advisory Services first reported a position in BEPC in Q2 2024 and has held it in 9 quarters since. The position peaked at $458K in Q4 2025. 114 funds tracked by Wall St. Rank hold BEPC as of Q2 2026.

Kestra Advisory Services held 10,661 shares of Brookfield Renewable worth $396K as of Q2 2026.
Kestra Advisory Services bought 508 Brookfield Renewable shares in Q2 2026, an estimated $19.7K.
Brookfield Renewable made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2522 holding.
Kestra Advisory Services first reported a position in Brookfield Renewable in Q2 2024 and has held it in 9 quarters since.
Kestra Advisory Services's Brookfield Renewable position peaked at $458K in Q4 2025.
114 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.