Creative Planning
ELPC icon

Creative Planning’s Copel ELPC Stock Holding History

Creative Planning’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 		$2.27M Buy
195,141
+17,807
+10% +$217K ﹤0.01% 1978
2026
Q1 		$2.12M Buy
177,334
+44,370
+33% +$472K ﹤0.01% 1846
2025
Q4 		$1.26M Buy
+132,964
New +$1.27M ﹤0.01% 2096

Other funds holding ELPC

Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.77B AUM 38.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Creative Planning's ELPC Position: Q2 2026 in Review

Creative Planning increased its Copel (ELPC) stake by 10% in Q2 2026, buying an estimated $217K and bringing the position to 195,141 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Creative Planning first reported a position in ELPC in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • Creative Planning held 195,141 shares of Copel worth $2.27M as of Q2 2026.
  • Creative Planning bought 17,807 Copel shares in Q2 2026, an estimated $217K.
  • Copel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1978 holding.
  • Creative Planning first reported a position in Copel in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.