CAPTRUST Financial Advisors’s EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) EDP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio EDP Stock Details EDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-802	Closed	-$37K	–	4708
2022 Q2	$37K	Buy	802 +331	+70%	+$15.3K	﹤0.01%	2991
2022 Q1	$23K	Sell	471 -268	-36%	-$13.1K	﹤0.01%	3314
2021 Q4	$40K	Buy	739 +40	+6%	+$2.17K	﹤0.01%	2845
2021 Q3	$37K	Buy	699 +345	+97%	+$18.3K	﹤0.01%	2780
2021 Q2	$19K	Sell	354 -9	-2%	-$483	﹤0.01%	3157
2021 Q1	$21K	Buy	363 +73	+25%	+$4.22K	﹤0.01%	2984
2020 Q4	$19K	Hold	290	–	–	﹤0.01%	2287
2020 Q3	$15K	Buy	+290	New	+$15K	﹤0.01%	2119

Other funds holding EDP

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

MAM

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

CAPTRUST Financial Advisors's EDP Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) (EDP) in Q3 2022, closing a stake of 802 shares — an estimated $37K sold.

CAPTRUST Financial Advisors first reported a position in EDP in Q3 2020 and held it in 8 quarters. The position peaked at $40K in Q4 2021. 3 funds tracked by Wall St. Rank hold EDP as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 802 EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) shares in Q3 2022, an estimated $37K.
CAPTRUST Financial Advisors first reported a position in EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) in Q3 2020 and held it in 8 quarters.
CAPTRUST Financial Advisors's EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) position peaked at $40K in Q4 2021.
3 funds tracked by Wall St. Rank held EDP-ELECT DE PORTUGAL S A (REPTG 10 ORD) as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.