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Venturi Wealth Management’s Copel ELPC Stock Holding History

Venturi Wealth 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 		$147K Buy
12,636
+1,470
+13% +$17.9K 0.01% 621
2026
Q1 		$133K Buy
11,166
+1,068
+11% +$11.4K 0.01% 592
2025
Q4 		$96K Buy
+10,098
New +$96.3K ﹤0.01% 578

Other funds holding ELPC

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Venturi Wealth Management's ELPC Position: Q2 2026 in Review

Venturi Wealth Management increased its Copel (ELPC) stake by 13% in Q2 2026, buying an estimated $17.9K and bringing the position to 12,636 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #621.

Venturi Wealth Management first reported a position in ELPC in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold ELPC as of Q2 2026.

  • Venturi Wealth Management held 12,636 shares of Copel worth $147K as of Q2 2026.
  • Venturi Wealth Management bought 1,470 Copel shares in Q2 2026, an estimated $17.9K.
  • Copel made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #621 holding.
  • Venturi Wealth Management first reported a position in Copel in Q4 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Copel as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.