AWM
ELP

AE Wealth Management’s Companhia Paranaense de Energia (COPEL) ELP Stock Holding History

AE Wealth Management’s Portfolio ELP Stock Details ELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-98,315
Closed -$566K – 1910
2022
Q4 		$566K Buy
+98,315
New +$546K ﹤0.01% 1249
2022
Q3 		– Sell
-69,236
Closed -$352K – 1783
2022
Q2 		$352K Buy
+69,236
New +$396K ﹤0.01% 1369

Other funds holding ELP

LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AE Wealth Management's ELP Position: Q1 2023 in Review

AE Wealth Management sold out of Companhia Paranaense de Energia (COPEL) (ELP) in Q1 2023, closing a stake of 98,315 shares — an estimated $566K sold.

AE Wealth Management first reported a position in ELP in Q2 2022 and held it in 2 quarters. The position peaked at $566K in Q4 2022. 82 funds tracked by Wall St. Rank hold ELP as of Q1 2023.

  • AE Wealth Management reported no remaining Companhia Paranaense de Energia (COPEL) position as of Q1 2023 after selling out during the quarter.
  • AE Wealth Management sold 98,315 Companhia Paranaense de Energia (COPEL) shares in Q1 2023, an estimated $566K.
  • AE Wealth Management first reported a position in Companhia Paranaense de Energia (COPEL) in Q2 2022 and held it in 2 quarters.
  • AE Wealth Management's Companhia Paranaense de Energia (COPEL) position peaked at $566K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Companhia Paranaense de Energia (COPEL) as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.