Root Financial Partners
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Root Financial Partners’s Brookfield Renewable BEP Stock Holding History

Root Financial Partners’s Portfolio BEP Stock Details BEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$50.7K Buy
+1,800
New +$57.4K ﹤0.01% 1080
2026
Q2 		– Sell
-1,800
Closed -$58.8K – 724
2026
Q1 		$58.8K Hold
1,800
– – ﹤0.01% 805
2025
Q4 		$48.5K Hold
1,800
– – ﹤0.01% 727
2025
Q3 		$46.4K Buy
+1,800
New +$46.4K ﹤0.01% 694

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Principal Financial Group
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Scotia Capital
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CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Root Financial Partners's BEP Position: Q3 2026 in Review

Root Financial Partners opened a new position in Brookfield Renewable (BEP) in Q3 2026: 1,800 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BEP as recently as Q1 2026.

Root Financial Partners first reported a position in BEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $58.8K in Q1 2026. 214 funds tracked by Wall St. Rank hold BEP as of Q3 2026.

  • Root Financial Partners held 1,800 shares of Brookfield Renewable worth $50.7K as of Q3 2026.
  • Brookfield Renewable was a new Root Financial Partners position in Q3 2026.
  • Brookfield Renewable made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1080 holding.
  • Root Financial Partners first reported a position in Brookfield Renewable in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Brookfield Renewable position peaked at $58.8K in Q1 2026.
  • 214 funds tracked by Wall St. Rank held Brookfield Renewable as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.