What smart money is saying about Companhia Paranaense de Energia
CPLE3.SA
No fund has written a full thesis on Companhia Paranaense de Energia in our archive, but 2 fund letters report a position in it — most recently Clearbridge Investments Global Infrastructure Income Strategy in September 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Companhia Paranaense de Energia on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- September 2026
“On an individual stock basis, the top contributors to absolute returns in the quarter were APA Group, Companhia Paranaense De Energia, CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOME STRATEGY 4 Severn Trent, RWE and Naturgy Energy Group.”
Companhia Paranaense de Energia - HoldsVersa Asset FundsSeptember 2026
“The Versa Genesis fund rose 8.4% in September, while the IEEX, the index that tracks the electric power sector, rose 6.3%. The main positive contributions came from Sabesp and Copel. Sabesp recovered from the previous month's decline that we explained in the last letter, and Copel, like other companies in the sector, benefited from a closing of the real interest rate curve during the month. The closing of real interest rates had been happening since July, but, in our opinion, it was not reflected in the assets in August due to many uncertainties about the presidential elections. The real interest rate for 2030 fell from 8.12% to 7.62% in the month of September*. It is worth remembering that real interest rates remain at the same level as at the beginning of the year and have good room to retreat in a slightly more benign fiscal scenario. The fund responds to the fall in the real interest rate with leverage, and September showed this. The fund's main positions remain CPFL, Copel and Sabesp.”
Companhia Paranaense de Energia
Read the letters behind these Companhia Paranaense de Energia positions
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