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Hennion & Walsh Asset Management’s Copel ELPC Stock Holding History

Hennion & Walsh Asset Management’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 		$1.25M Sell
107,621
-1,485
-1% -$18.1K 0.04% 505
2026
Q1 		$1.3M Buy
109,106
+12,306
+13% +$131K 0.04% 449
2025
Q4 		$921K Buy
+96,800
New +$924K 0.03% 539

Other funds holding ELPC

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Hennion & Walsh Asset Management's ELPC Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Copel (ELPC) stake by 1.4% in Q2 2026, selling an estimated $18.1K and leaving 107,621 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #505.

Hennion & Walsh Asset Management first reported a position in ELPC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 12 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • Hennion & Walsh Asset Management held 107,621 shares of Copel worth $1.25M as of Q2 2026.
  • Hennion & Walsh Asset Management sold 1,485 Copel shares in Q2 2026, an estimated $18.1K.
  • Copel made up 0.04% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #505 holding.
  • Hennion & Walsh Asset Management first reported a position in Copel in Q4 2025 and has held it in 3 quarters since.
  • Hennion & Walsh Asset Management's Copel position peaked at $1.3M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.