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Ballentine Partners’s Copel ELPC Stock Holding History

Ballentine Partners’s Portfolio ELPC Stock Details ELPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
29,654
+501
+2% +$6.12K ﹤0.01% 723
2026
Q1 		$348K Buy
29,153
+1,359
+5% +$14.4K ﹤0.01% 668
2025
Q4 		$264K Buy
+27,794
New +$265K ﹤0.01% 778

Other funds holding ELPC

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ballentine Partners's ELPC Position: Q2 2026 in Review

Ballentine Partners increased its Copel (ELPC) stake by 1.7% in Q2 2026, buying an estimated $6.12K and bringing the position to 29,654 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Ballentine Partners first reported a position in ELPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 14 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • Ballentine Partners held 29,654 shares of Copel worth $345K as of Q2 2026.
  • Ballentine Partners bought 501 Copel shares in Q2 2026, an estimated $6.12K.
  • Copel made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #723 holding.
  • Ballentine Partners first reported a position in Copel in Q4 2025 and has held it in 3 quarters since.
  • Ballentine Partners's Copel position peaked at $348K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.