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EP Wealth Advisors’s Copel ELPC Stock Holding History

EP Wealth Advisors’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 		$155K Buy
13,328
+2,814
+27% +$34.3K ﹤0.01% 1583
2026
Q1 		$126K Buy
+10,514
New +$112K ﹤0.01% 1446

Other funds holding ELPC

LBA
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
QCM
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 $3.37T AUM 44.26% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

EP Wealth Advisors's ELPC Position: Q2 2026 in Review

EP Wealth Advisors increased its Copel (ELPC) stake by 27% in Q2 2026, buying an estimated $34.3K and bringing the position to 13,328 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

EP Wealth Advisors first reported a position in ELPC in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • EP Wealth Advisors held 13,328 shares of Copel worth $155K as of Q2 2026.
  • EP Wealth Advisors bought 2,814 Copel shares in Q2 2026, an estimated $34.3K.
  • Copel made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1583 holding.
  • EP Wealth Advisors first reported a position in Copel in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.