Ballentine Partners, LLC RNW RENEW ENERGY GLOBAL PLC

Ownership history in Ballentine Partners, LLC  ·  7 quarters on record

AI Ownership Summary

Ballentine Partners, LLC reported RENEW ENERGY GLOBAL PLC (RNW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows RNW at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RNW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ballentine Partners, LLC's position in RENEW ENERGY GLOBAL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

RNW was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ballentine Partners, LLC held RNW — position size vs. price
% of Fund (quarterly)    RNW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 195,179 +99,775 +104.6% 0.01% $1.2M 2026-07-17 $6.29
2026 Q1 REDUCED 14.8% +36.7% 95,404 -16,567 -14.8% 0.01% $437K 2026-05-14 $5.54
2025 Q4 REDUCED 23.0% -18.9% 111,971 -33,356 -23.0% 0.01% $633K 2026-02-03 $5.36
2025 Q3 ADDED 145,327 +18,244 +14.4% 0.02% $1.1M 2025-11-03 $7.54
2025 Q2 ADDED 127,083 +99,654 +363.3% 0.01% $878K 2025-07-15 $7.54
2025 Q1 ADDED 27,429 +11,721 +74.6% 0.00% $162K 2025-05-01 $6.37
2024 Q4 INITIATED 15,708 0.00% $107K 2025-01-16 $6.73

FAQ About Ballentine Partners, LLC and RNW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ballentine Partners, LLC reported owning RNW?

Ballentine Partners, LLC reported RNW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported RNW position in Ballentine Partners, LLC's portfolio?

The largest reported portfolio weight for RNW was 0.02% in 2025 Q3.

What is the latest reported RNW position on this page?

The most recent filing on this page is 2026 Q2, when Ballentine Partners, LLC reported 195,179 shares, equal to 0.01% of portfolio, with an estimated market value of $1.2M.

What does the chart on this RNW ownership page compare?

The chart compares Ballentine Partners, LLC's quarterly RNW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ballentine Partners, LLC time their RNW position?

Based on 13F filing dates vs. subsequent RNW price moves, Ballentine Partners, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on RNW relative to SPY over the holding period was -18.8%.

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