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 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

State of Wisconsin Investment Board

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return