Root Financial Partners
BEPC icon

Root Financial Partners’s Brookfield Renewable BEPC Stock Holding History

Root Financial Partners’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 		$22.2K Buy
+787
New +$25.8K ﹤0.01% 1496
2026
Q2 		– Sell
-477
Closed -$19K – 723
2026
Q1 		$19K Buy
477
+25
+6% +$1.02K ﹤0.01% 1345
2025
Q4 		$17.3K Hold
452
– – ﹤0.01% 1249
2025
Q3 		$15.6K Buy
+452
New +$15.5K ﹤0.01% 1241

Other funds holding BEPC

ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
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
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Root Financial Partners opened a new position in Brookfield Renewable (BEPC) in Q3 2026: 787 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BEPC as recently as Q1 2026.

Root Financial Partners first reported a position in BEPC in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold BEPC as of Q3 2026.

  • Root Financial Partners held 787 shares of Brookfield Renewable worth $22.2K 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 #1496 holding.
  • Root Financial Partners first reported a position in Brookfield Renewable in Q3 2025 and has held it in 4 quarters since.
  • 339 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.