Coppell Advisory Solutions’s Capital Clean Energy Carriers CCEC Stock Holding History

Coppell Advisory Solutions’s Portfolio CCEC Stock Details CCEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13	Closed	-$238	–	1960
2024 Q4	$238	Hold	13	–	–	﹤0.01%	1818
2024 Q3	$243	Hold	13	–	–	﹤0.01%	1713
2024 Q2	$221	Buy	+13	New	+$220	﹤0.01%	1651
2023 Q4	$185	Sell	13 -16	-55%	-$220	﹤0.01%	1606
2023 Q3	$396	Buy	29 +16	+123%	+$234	﹤0.01%	1043
2023 Q2	$179	Buy	+13	New	+$172	﹤0.01%	1333
2023 Q1	–	Sell	-29	Closed	-$396	–	1131
2022 Q4	$396	Buy	+29	New	+$417	﹤0.01%	1044

Other funds holding CCEC

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Coppell Advisory Solutions's CCEC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Capital Clean Energy Carriers (CCEC) in Q1 2025, closing a stake of 13 shares — an estimated $238 sold.

Coppell Advisory Solutions first reported a position in CCEC in Q4 2022 and held it in 7 quarters. The position peaked at $396 in Q3 2023. 18 funds tracked by Wall St. Rank hold CCEC as of Q1 2025.

Coppell Advisory Solutions reported no remaining Capital Clean Energy Carriers position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 13 Capital Clean Energy Carriers shares in Q1 2025, an estimated $238.
Coppell Advisory Solutions first reported a position in Capital Clean Energy Carriers in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Capital Clean Energy Carriers position peaked at $396 in Q3 2023.
18 funds tracked by Wall St. Rank held Capital Clean Energy Carriers as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.