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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
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 $121B AUM 27.52% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Root Financial Partners sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 477 shares — an estimated $19K sold.

Root Financial Partners first reported a position in BEPC in Q3 2025 and held it in 3 quarters. The position peaked at $19K in Q1 2026. 427 funds tracked by Wall St. Rank hold BEPC 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 477 Brookfield Renewable shares in Q2 2026, an estimated $19K.
  • 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 $19K in Q1 2026.
  • 427 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.