CAS
CCEC

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
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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.