Position in AXIA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$47,500
+$2,113 QoQ
Shares Held
4,211
-15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 7.242935169793398.ToString("F0")%
Shared 0.ToString("F0")%
None 92.7570648302066.ToString("F0")%
Common Shares in AXIA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026CWM, LLC holds $1,098,050 across 13 Utilities - Renewable names. AXIA ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLNC |
Fluence Energy, Inc.
|
34,836 | $479,343 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
6,335 | $252,323 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
1,318 | $147,510 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
3,232 | $126,985 | |
| 5 | AXIA |
AXIA Energia S.A.
This page
|
4,211 | $47,500 | |
| 6 | NXXT |
Nextnrg, Inc.
|
60,404 | $24,161 | |
| 7 | XIFR |
XPLR Infrastructure, LP
|
1,143 | $12,138 | |
| 8 | VGAS |
Verde Clean Fuels, Inc.
|
1,318 | $2,227 |
All Filings in AXIA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,500 | 4,211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,387 | 4,955 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $42,477 | 4,282 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $31,733 | 4,271 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $20,689 | 3,617 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,835 | 4,265 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $31,011 | 4,823 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $48,087 | 5,759 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $41,427 | 4,806 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $23,413 | 3,203 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $25,364 | 3,067 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,023 | 2,266 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,443 | 1,317 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,190 | 1,020 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,986 | 224 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $276 | 35 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||