BEP β€” BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT

Ownership history in Rossby Financial, LCC  Β·  3 quarters on record

AI Ownership Summary

Rossby Financial, LCC reported BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT (BEP) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows BEP at 0.02% 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 BEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rossby Financial, LCC's position in BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT, 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
2025 Q3

BEP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2025 Q3

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 Rossby Financial, LCC held BEP β€” position size vs. price
% of Fund (quarterly)    BEP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,834 β€” 0% 0.02% $49K 2025-11-10 $30.77
2025 Q2 UNCHANGED 1,834 β€” 0% 0.02% $47K 2025-08-01 $25.52
2025 Q1 INITIATED 1,834 β€” β€” 0.02% $41K 2025-04-28 $22.57

FAQ About Rossby Financial, LCC and BEP

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

How long has Rossby Financial, LCC reported owning BEP?

Rossby Financial, LCC reported BEP across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported BEP position in Rossby Financial, LCC's portfolio?

The largest reported portfolio weight for BEP was 0.02% in 2025 Q1.

What is the latest reported BEP position on this page?

The most recent filing on this page is 2025 Q3, when Rossby Financial, LCC reported 1,834 shares, equal to 0.02% of portfolio, with an estimated market value of $49K.

What does the chart on this BEP ownership page compare?

The chart compares Rossby Financial, LCC's quarterly BEP 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.

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