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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
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

Other funds holding BEP

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Root Financial Partners's BEP Position: Q2 2026 in Review

Root Financial Partners sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 1,800 shares — an estimated $58.8K sold.

Root Financial Partners first reported a position in BEP in Q3 2025 and held it in 3 quarters. The position peaked at $58.8K in Q1 2026. 253 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Root Financial Partners reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,800 Brookfield Renewable shares in Q2 2026, an estimated $58.8K.
  • Root Financial Partners first reported a position in Brookfield Renewable in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Brookfield Renewable position peaked at $58.8K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.