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Rothschild Investment LLC’s Brookfield Renewable BEPC Stock Holding History

Rothschild Investment LLC’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
-19
Closed -$757 – 3645
2026
Q1 		$757 Buy
19
+9
+90% +$367 ﹤0.01% 2983
2025
Q4 		$383 Hold
10
– – ﹤0.01% 2995
2025
Q3 		$344 Hold
10
– – ﹤0.01% 2912
2025
Q2 		$327 Hold
10
– – ﹤0.01% 2844
2025
Q1 		$279 Hold
10
– – ﹤0.01% 2778
2024
Q4 		$277 Hold
10
– – ﹤0.01% 2713
2024
Q3 		$327 Hold
10
– – ﹤0.01% 2590
2024
Q2 		$284 Hold
10
– – ﹤0.01% 2324
2024
Q1 		$246 Hold
10
– – ﹤0.01% 1658
2023
Q4 		$288 Buy
+10
New +$255 ﹤0.01% 1261

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

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

Rothschild Investment LLC sold out of Brookfield Renewable (BEPC) in Q2 2026, closing a stake of 19 shares — an estimated $757 sold.

Rothschild Investment LLC first reported a position in BEPC in Q4 2023 and held it in 10 quarters. The position peaked at $757 in Q1 2026. 429 funds tracked by Wall St. Rank hold BEPC 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 19 Brookfield Renewable shares in Q2 2026, an estimated $757.
  • 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 $757 in Q1 2026.
  • 429 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.