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Rossby Financial’s Brookfield Renewable BEP Stock Holding History

Rossby Financial’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
2025
Q4 		– Sell
-1,834
Closed -$49K – 1820
2025
Q3 		$49K Hold
1,834
– – 0.02% 536
2025
Q2 		$46.8K Hold
1,834
– – 0.02% 509
2025
Q1 		$41.4K Buy
+1,834
New +$41K 0.02% 509

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Rossby Financial's BEP Position: Q4 2025 in Review

Rossby Financial sold out of Brookfield Renewable (BEP) in Q4 2025, closing a stake of 1,834 shares — an estimated $49K sold.

Rossby Financial first reported a position in BEP in Q1 2025 and held it in 3 quarters. The position peaked at $49K in Q3 2025. 242 funds tracked by Wall St. Rank hold BEP as of Q4 2025.

  • Rossby Financial reported no remaining Brookfield Renewable position as of Q4 2025 after selling out during the quarter.
  • Rossby Financial sold 1,834 Brookfield Renewable shares in Q4 2025, an estimated $49K.
  • Rossby Financial first reported a position in Brookfield Renewable in Q1 2025 and held it in 3 quarters.
  • Rossby Financial's Brookfield Renewable position peaked at $49K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Brookfield Renewable as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.