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AXIA Energia S.A.

AXIAY
Exchange
OTC
Industry
Electric Services
SEC CIK
0001439124

In the last 90 days, AXIA Energia S.A. insiders filed 11 open-market purchases and 17 sales; 182 institutions reported holding it in 13F filings for Q2 2026, worth $473.8M in total; no superinvestor holds it.

Other share classesAXICY

13F holders, Q3 2023

Institutional positions in AXIA Energia S.A. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
94
−5 vs. Q2 2023
Shares held
20.9M
−5.33M (−20.4%) vs. Q2 2023
Total value
$153.0M
−$64.1M (−29.5%) vs. Q2 2023
New holders
12
30 more added
Sold out
17
34 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AXIAY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 94 institutions
Q1 2021: 60 institutionsQ2 2021: 64 institutionsQ3 2021: 81 institutionsQ4 2021: 78 institutionsQ1 2022: 76 institutionsQ2 2022: 100 institutionsQ3 2022: 96 institutionsQ4 2022: 109 institutionsQ1 2023: 81 institutionsQ2 2023: 100 institutionsQ3 2023: 94 institutionsQ4 2023: 112 institutionsQ1 2024: 114 institutionsQ2 2024: 111 institutionsQ3 2024: 124 institutionsQ4 2024: 116 institutionsQ1 2025: 123 institutionsQ2 2025: 128 institutionsQ3 2025: 135 institutionsQ4 2025: 149 institutionsQ1 2026: 186 institutionsQ2 2026: 182 institutions
Value heldQ3 2023: $153.0M
Q1 2021: $34.8MQ2 2021: $122.6MQ3 2021: $118.7MQ4 2021: $140.1MQ1 2022: $191.2MQ2 2022: $286.4MQ3 2022: $298.6MQ4 2022: $199.3MQ1 2023: $149.2MQ2 2023: $217.1MQ3 2023: $153.0MQ4 2023: $179.7MQ1 2024: $183.2MQ2 2024: $161.0MQ3 2024: $166.1MQ4 2024: $154.3MQ1 2025: $195.4MQ2 2025: $189.0MQ3 2025: $266.5MQ4 2025: $276.6MQ1 2026: $420.6MQ2 2026: $473.8M
Institutions holding AXIAY and their total value by quarter
QuarterHoldersValue
Q2 2026182$473.8M
Q1 2026186$420.6M
Q4 2025149$276.6M
Q3 2025135$266.5M
Q2 2025128$189.0M
Q1 2025123$195.4M
Q4 2024116$154.3M
Q3 2024124$166.1M
Q2 2024111$161.0M
Q1 2024114$183.2M
Q4 2023112$179.7M
Q3 202394$153.0M
Q2 2023100$217.1M
Q1 202381$149.2M
Q4 2022109$199.3M
Q3 202296$298.6M
Q2 2022100$286.4M
Q1 202276$191.2M
Q4 202178$140.1M
Q3 202181$118.7M
Q2 202164$122.6M
Q1 202160$34.8M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding AXIA Energia S.A.; share changes are against Q2 2023.

Institutions holding AXIAY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State Street Corp3,066,994$22.4M0.00%−194,056−6.0%Reduced
BlackRock Inc.2,722,588$19.9M0.00%−640,141−19.0%Reduced
HSBC Holdings PLC2,021,061$15.4M0.02%−160,456−7.4%Reduced
Vanguard Group Inc1,675,242$12.2M0.00%−32,283−1.9%Reduced
Morgan Stanley1,209,016$8.84M0.00%−787,914−39.5%Reduced
Kapitalo Investimentos Ltda1,193,108$8.72M1.19%+499,479+72.0%Added
Itau Unibanco Holding S.A.1,101,685$8.05M0.36%+556,886+102.2%Added
Macquarie Group Ltd989,541$7.23M0.01%00.0%Unchanged
Lazard Asset Management LLC938,151$6.86M0.01%−675,000−41.8%Reduced
Goldman Sachs Group Inc859,304$6.28M0.00%−998,957−53.8%Reduced
Northern Trust Corp672,763$4.92M0.00%−51,410−7.1%Reduced
Jane Street Group, LLC408,496$2.99M0.00%+4,972+1.2%Added
Mirae Asset Global Investments Co., Ltd.314,042$2.28M0.01%−16,997−5.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.308,328$2.25M0.01%+4,574+1.5%Added
American Century Companies Inc307,459$2.25M0.00%+34,503+12.6%Added
Mackenzie Financial Corp280,086$1.91M0.00%+72,934+35.2%Added
Van Eck Associates Corp237,652$1.74M0.00%−3,882−1.6%Reduced
Pinebridge Investments, L.P.212,442$1.55M0.02%−98,363−31.6%Reduced
Citadel Advisors LLC202,444$1.48M0.00%−942,352−82.3%Reduced
Crossmark Global Holdings, Inc.155,082$1.11M0.03%+4,137+2.7%Added
Deltec Asset Management LLC105,000$767.5K0.17%+30,000+40.0%Added
Stifel Financial Corp103,108$753.7K0.00%−210.0%Reduced
VPR Management LLC100,104$731.8K0.19%00.0%Unchanged
SPX Equities Gestao de Recursos Ltda90,211$659.4K0.03%−9,947−9.9%Reduced
Two Sigma Investments, LP85,700$626.5K0.00%+14,200+19.9%Added
Sumitomo Mitsui Trust Holdings, Inc.82,600$603.8K0.00%−600−0.7%Reduced
Lester Murray Antman dba SimplyRich79,119$578.0K0.28%00.0%Unchanged
AQR Capital Management LLC76,989$562.8K0.00%+4,813+6.7%Added
HRT Financial LP75,770$553.0K0.01%+75,770New
Bank of America Corp75,107$549.0K0.00%−1,664,077−95.7%Reduced
UBS Group AG74,824$547.0K0.00%−2,303−3.0%Reduced
Manufacturers Life Insurance Company, The69,613$508.9K0.00%−17,657−20.2%Reduced
Rhumbline Advisers56,179$410.7K0.00%+9,684+20.8%Added
Millennium Management LLC53,207$388.9K0.00%+25,578+92.6%Added
Ameriprise Financial Inc51,228$374.5K0.00%+12,199+31.3%Added
Profund Advisors LLC50,488$369.1K0.02%−24,494−32.7%Reduced
Guggenheim Capital LLC47,888$350.1K0.00%−12,574−20.8%Reduced
Russell Investments Group, Ltd.44,271$323.6K0.00%+44,271New
Vident Advisory, LLC37,298$272.6K0.01%+37,298New
Alpine Global Management, LLC34,100$249.3K0.06%+34,100New
Yousif Capital Management, LLC34,000$248.5K0.00%00.0%Unchanged
Banco BTG Pactual S.A.32,617$238.4K0.10%−114,360−77.8%Reduced
Natixis Advisors, L.P.31,940$233.0K0.00%−10,312−24.4%Reduced
BNP Paribas Arbitrage, SA30,240$221.1K0.00%+713+2.4%Added
Metis Global Partners, LLC29,791$217.8K0.01%+1,710+6.1%Added
O'Shaughnessy Asset Management, LLC28,699$209.8K0.00%+7,537+35.6%Added
Schonfeld Strategic Advisors LLC27,553$201.4K0.00%+27,553New
Advisor Partners II, LLC27,184$198.7K0.01%+5,237+23.9%Added
Quantinno Capital Management LP27,073$198.0K0.01%+14,322+112.3%Added
Dynamic Technology Lab Private Ltd26,769$196.0K0.02%+26,769New
Investidor Profissional Gestao de Recursos Ltda.25,937$189.6K0.16%−34,905−57.4%Reduced
Mariner, LLC24,746$180.9K0.00%+2,501+11.2%Added
CI Private Wealth, LLC23,422$178.7K0.00%+1,525+7.0%Added
Quantbot Technologies LP23,174$169.4K0.01%+23,174New
Envestnet Asset Management Inc17,065$124.7K0.00%+17,065New
Sequoia Financial Advisors, LLC15,938$116.5K0.00%+701+4.6%Added
Citigroup Inc13,672$99.9K0.00%+6,135+81.4%Added
FMR LLC13,392$97.9K0.00%+1,006+8.1%Added
Compagnie Lombard Odier SCmA12,700$92.8K0.00%−25,300−66.6%Reduced
Balentine LLC12,665$92.6K0.00%−213−1.7%Reduced
The PNC Financial Services Group, Inc.12,273$89.7K0.00%+381+3.2%Added
Invesco Ltd.12,255$89.6K0.00%+1,009+9.0%Added
First Affirmative Financial Network11,664$85.3K0.08%+11,664New
Winton Group Ltd11,177$81.7K0.01%−2,612−18.9%Reduced
Balyasny Asset Management LLC10,983$80.3K0.00%−22,256−67.0%Reduced
Cerity Partners LLC10,641$77.8K0.00%+10,641New
Schechter Investment Advisors, LLC10,519$76.9K0.01%+10,519New
JPMorgan Chase & Co6,470$47.3K0.00%+55+0.9%Added
Tower Research Capital LLC (TRC)5,825$42.6K0.00%−22,616−79.5%Reduced
Ronald Blue Trust, Inc.4,532$38.0K0.00%+607+15.5%Added
Tyler-Stone Wealth Management4,900$36.0K0.02%00.0%Unchanged
CWM, LLC3,203$23.0K0.00%+136+4.4%Added
Barclays PLC2,500$18.3K0.00%00.0%Unchanged
Signaturefd, LLC2,313$16.9K0.00%00.0%Unchanged
US Bancorp2,199$16.1K0.00%−417−15.9%Reduced
Quadrant Capital Group LLC1,605$11.7K0.00%−72−4.3%Reduced
Glassman Wealth Services1,371$10.0K0.00%−14−1.0%Reduced
Advisor Group Holdings, Inc.1,157$8.46K0.00%−258−18.2%Reduced
Key Financial Inc1,010$7.38K0.00%00.0%Unchanged
Park Place Capital Corp686$5.01K0.00%00.0%Unchanged
Annapolis Financial Services, LLC397$2.90K0.00%00.0%Unchanged
Royal Bank of Canada401$2.00K0.00%−13−3.1%Reduced
Spire Wealth Management217$1.59K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC192$1.40K0.00%+40+26.3%Added
Gradient Investments LLC148$1.08K0.00%00.0%Unchanged
ClariVest Asset Management LLC101$1.00K0.00%00.0%Unchanged
Abound Wealth Management103$7530.00%00.0%Unchanged
Wells Fargo & Company99$7220.00%−1,748−94.6%Reduced
Fifth Third Bancorp90$6580.00%00.0%Unchanged
Bell Investment Advisors, Inc89$6510.00%00.0%Unchanged
Farther Finance Advisors, LLC70$5120.00%+70New
Federation des caisses Desjardins du Quebec42$3070.00%00.0%Unchanged
True Wealth Design, LLC13$960.00%+2+18.2%Added
Huntington National Bank1$70.00%00.0%Unchanged
Thrivent Financial for Lutherans0$00.00%−87,967−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−57,285−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−42,284−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−34,991−100.0%Sold out
Axq Capital, LP0$00.00%−31,300−100.0%Sold out
Calton & Associates, Inc.0$00.00%−27,532−100.0%Sold out