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Rothschild Investment LLC’s Brookfield Renewable BEP Stock Holding History

Rothschild Investment LLC’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
-45
Closed -$1.47K – 3646
2026
Q1 		$1.47K Hold
45
– – ﹤0.01% 2697
2025
Q4 		$1.21K Hold
45
– – ﹤0.01% 2599
2025
Q3 		$1.16K Hold
45
– – ﹤0.01% 2519
2025
Q2 		$1.15K Hold
45
– – ﹤0.01% 2390
2025
Q1 		$997 Hold
45
– – ﹤0.01% 2343
2024
Q4 		$1.03K Hold
45
– – ﹤0.01% 2203
2024
Q3 		$1.27K Hold
45
– – ﹤0.01% 1992
2024
Q2 		$1.11K Hold
45
– – ﹤0.01% 1605
2024
Q1 		$1.04K Hold
45
– – ﹤0.01% 1262
2023
Q4 		$1.18K Buy
+45
New +$1.07K ﹤0.01% 1186

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

Rothschild Investment LLC's BEP Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Brookfield Renewable (BEP) in Q2 2026, closing a stake of 45 shares — an estimated $1.47K sold.

Rothschild Investment LLC first reported a position in BEP in Q4 2023 and held it in 10 quarters. The position peaked at $1.47K in Q1 2026. 254 funds tracked by Wall St. Rank hold BEP as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Brookfield Renewable position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 45 Brookfield Renewable shares in Q2 2026, an estimated $1.47K.
  • Rothschild Investment LLC first reported a position in Brookfield Renewable in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's Brookfield Renewable position peaked at $1.47K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Brookfield Renewable as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.