Rothwell Investment Advisors, LLC’s Brookfield Renewable BEPC Stock Holding History

Rothwell Investment Advisors, LLC’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	$143K	Buy	+5,077	New	+$166K	0.08%	228

Other funds holding BEPC

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Rothwell Investment Advisors, LLC's BEPC Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Brookfield Renewable (BEPC) in Q3 2026: 5,077 shares worth $143K. The stake represents 0.08% of the portfolio and ranks #228 among its holdings.

187 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

Rothwell Investment Advisors, LLC held 5,077 shares of Brookfield Renewable worth $143K as of Q3 2026.
Brookfield Renewable was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Brookfield Renewable made up 0.08% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #228 holding.
187 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.