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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, Q1 2024

Institutional positions in AXIA Energia S.A. as of Mar 31, 2024. 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
114
+2 vs. Q4 2023
Shares held
21.9M
+1.11M (+5.4%) vs. Q4 2023
Total value
$183.2M
+$3.58M (+2.0%) vs. Q4 2023
New holders
16
44 more added
Sold out
14
32 more reduced

Compare with Q4 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 holdersQ1 2024: 114 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 heldQ1 2024: $183.2M
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, Q1 2024

Shares, value and share of portfolio for each institution holding AXIA Energia S.A.; share changes are against Q4 2023.

Institutions holding AXIAY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$80.00%00.0%Unchanged
Advisor Group Holdings, Inc.10$830.00%−232−95.9%Reduced
Frazier Financial Advisors, LLC24$2010.00%+24New
Principal Securities, Inc.26$2170.00%00.0%Unchanged
True Wealth Design, LLC29$2430.00%+13+81.3%Added
Federation des caisses Desjardins du Quebec42$3510.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co63$5260.00%+63New
SRS Capital Advisors, Inc.74$6180.00%00.0%Unchanged
Abound Wealth Management74$6180.00%00.0%Unchanged
EverSource Wealth Advisors, LLC93$6840.00%+93New
Bell Investment Advisors, Inc89$7440.00%00.0%Unchanged
Fifth Third Bancorp90$7520.00%00.0%Unchanged
ClariVest Asset Management LLC101$8430.00%00.0%Unchanged
Parallel Advisors, LLC162$1.35K0.00%+162New
SYSTM Wealth Solutions LLC177$1.48K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC241$1.96K0.00%+241New
JFS Wealth Advisors, LLC235$1.96K0.00%+12+5.4%Added
Royal Bank of Canada197$2.00K0.00%−47−19.3%Reduced
TD Waterhouse Canada Inc.365$2.95K0.00%+365New
Annapolis Financial Services, LLC397$3.31K0.00%00.0%Unchanged
Spire Wealth Management469$3.92K0.00%+252+116.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC606$5.06K0.00%+606New
Farther Finance Advisors, LLC1,035$8.43K0.00%−70−6.3%Reduced
Key Financial Inc1,010$8.43K0.00%00.0%Unchanged
Wells Fargo & Company1,288$10.8K0.00%+25+2.0%Added
Park Place Capital Corp1,398$11.7K0.00%+712+103.8%Added
Tower Research Capital LLC (TRC)1,692$14.1K0.00%−10,837−86.5%Reduced
Ronald Blue Trust, Inc.1,729$14.4K0.00%−1,864−51.9%Reduced
Quadrant Capital Group LLC1,946$16.3K0.00%+261+15.5%Added
GAMMA Investing LLC2,164$18.1K0.00%−449−17.2%Reduced
Barclays PLC2,500$20.9K0.00%00.0%Unchanged
Signaturefd, LLC2,801$23.4K0.00%+488+21.1%Added
US Bancorp3,244$27.1K0.00%+691+27.1%Added
Tyler-Stone Wealth Management4,900$40.9K0.02%00.0%Unchanged
CWM, LLC5,759$48.0K0.00%+953+19.8%Added
JPMorgan Chase & Co6,662$55.6K0.00%+139+2.1%Added
Quantbot Technologies LP9,265$77.4K0.00%−32,689−77.9%Reduced
Schechter Investment Advisors, LLC10,812$90.3K0.01%+251+2.4%Added
Axq Capital, LP11,326$94.6K0.02%+11,326New
Sivia Capital Partners, LLC11,831$98.8K0.07%+405+3.5%Added
SG Americas Securities, LLC12,232$102.0K0.00%−5,819−32.2%Reduced
Aquatic Capital Management LLC14,600$121.9K0.00%−16,500−53.1%Reduced
First Affirmative Financial Network14,750$123.2K0.09%+1,108+8.1%Added
Veriti Management LLC15,768$131.7K0.01%+4,795+43.7%Added
Quantinno Capital Management LP17,074$143.0K0.00%−1,527−8.2%Reduced
Citigroup Inc17,385$145.2K0.00%+1,341+8.4%Added
Engineers Gate Manager LP18,838$157.3K0.00%+18,838New
The PNC Financial Services Group, Inc.19,363$161.7K0.00%+454+2.4%Added
Sequoia Financial Advisors, LLC19,933$166.4K0.00%+355+1.8%Added
Scotia Capital Inc.21,040$175.7K0.00%+21,040New
Pinnacle Wealth Planning Services, Inc.23,222$193.9K0.03%00.0%Unchanged
CI Private Wealth, LLC23,975$200.2K0.00%+97+0.4%Added
UBS Group AG24,385$203.6K0.00%−1,314−5.1%Reduced
Atomi Financial Group, Inc.25,178$210.2K0.02%+1,074+4.5%Added
Shelton Capital Management25,289$211.2K0.01%+25,289New
Cerity Partners LLC25,931$216.5K0.00%+10,799+71.4%Added
Envestnet Asset Management Inc27,548$230.0K0.00%+11,570+72.4%Added
Metis Global Partners, LLC28,130$234.9K0.01%+1,490+5.6%Added
FMR LLC28,462$237.7K0.00%+819+3.0%Added
Mariner, LLC29,719$248.2K0.00%+1,676+6.0%Added
Amundi34,233$248.2K0.00%+1,472+4.5%Added
Vident Advisory, LLC30,075$251.1K0.01%−4,052−11.9%Reduced
Centiva Capital, LP31,700$264.7K0.01%+31,700New
Barometer Capital Management Inc.36,325$267.4K0.07%+22,525+163.2%Added
Pathstone Holdings, LLC32,243$269.2K0.00%+240+0.7%Added
Invesco Ltd.33,091$276.3K0.00%−15,029−31.2%Reduced
Yousif Capital Management, LLC34,000$283.9K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA34,729$290.0K0.00%+155+0.4%Added
Jane Street Group, LLC35,025$292.5K0.00%+1,347+4.0%Added
Dimensional Fund Advisors LP37,984$317.2K0.00%+37,984New
XTX Topco Ltd42,323$353.4K0.05%+18,652+78.8%Added
Russell Investments Group, Ltd.44,271$369.7K0.00%00.0%Unchanged
Guggenheim Capital LLC45,475$379.7K0.00%−2,186−4.6%Reduced
Profund Advisors LLC45,933$383.5K0.01%−9,304−16.8%Reduced
Susquehanna International Group, LLP46,680$389.8K0.00%+36,172+344.2%Added
Stifel Financial Corp49,203$410.9K0.00%−45,855−48.2%Reduced
O'Shaughnessy Asset Management, LLC50,886$424.9K0.00%+14,827+41.1%Added
Ameriprise Financial Inc56,985$475.8K0.00%+9,912+21.1%Added
AQR Capital Management LLC62,536$522.2K0.00%−7,015−10.1%Reduced
Natixis Advisors, L.P.64,619$540.0K0.00%+13,232+25.7%Added
Citadel Advisors LLC69,670$581.7K0.00%−268,098−79.4%Reduced
Manufacturers Life Insurance Company, The70,437$588.1K0.00%−4,210−5.6%Reduced
Lester Murray Antman dba SimplyRich72,834$609.0K0.20%00.0%Unchanged
Rhumbline Advisers73,416$613.0K0.00%+8,655+13.4%Added
Sumitomo Mitsui Trust Holdings, Inc.82,600$689.7K0.00%00.0%Unchanged
Wellington Management Group LLP89,297$745.6K0.00%+89,297New
Two Sigma Investments, LP91,700$765.7K0.00%−25,800−22.0%Reduced
VPR Management LLC100,104$835.9K0.23%00.0%Unchanged
Deltec Asset Management LLC110,000$918.5K0.18%00.0%Unchanged
Beck Bode, LLC114,365$954.9K0.20%+114,365New
Crossmark Global Holdings, Inc.145,087$1.21M0.02%−354−0.2%Reduced
Pinebridge Investments, L.P.205,600$1.72M0.01%−2,081−1.0%Reduced
Van Eck Associates Corp236,887$1.98M0.00%−211,092−47.1%Reduced
Mackenzie Financial Corp249,277$2.08M0.00%−121,986−32.9%Reduced
Mirae Asset Global Investments Co., Ltd.283,989$2.13M0.00%−27,404−8.8%Reduced
Thrivent Financial for Lutherans264,853$2.21M0.00%+186,172+236.6%Added
Connor, Clark & Lunn Investment Management Ltd.311,591$2.60M0.01%−74,970−19.4%Reduced
Kapitalo Investimentos Ltda324,539$2.71M0.60%+324,539New
Itau Unibanco Holding S.A.347,899$2.90M0.12%−875,951−71.6%Reduced
SPX Equities Gestao de Recursos Ltda353,764$2.95M0.26%+306,955+655.8%Added