Position in AXIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,256,136
-$4,637,846 QoQ
Shares Held
1,444,710
-18.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 180 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AXIA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026UBS Group AG holds $466,783,718 across 23 Utilities - Renewable names. AXIA ranks #8 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
3,834,560 | $133,174,267 | |
| 2 | FRVO |
Fervo Energy Co
|
3,666,360 | $107,167,701 | |
| 3 | ORA |
Ormat Technologies, Inc.
|
678,159 | $73,851,513 | |
| 4 | CWEN |
Clearway Energy, Inc.
|
907,589 | $31,021,390 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
1,315,427 | $26,150,687 | |
| 6 | MWH |
SOLV Energy, Inc.
|
767,550 | $26,135,076 | |
| 7 | BEPC |
Brookfield Renewable Corp
|
669,863 | $24,865,313 | |
| 8 | AXIA |
AXIA Energia S.A.
This page
|
1,444,710 | $15,256,136 |
All Filings in AXIA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,256,136 | 1,444,710 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $19,893,982 | 1,763,651 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $13,922,081 | 1,519,878 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $21,643,556 | 1,727,709 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,751,087 | 1,998,426 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $36,126,972 | 5,001,336 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,956,246 | 3,280,964 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,320,830 | 2,872,010 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $257,131 | 24,385 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $279,750 | 25,699 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $690,719 | 74,824 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $805,483 | 77,127 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $721,353 | 86,156 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $854,058 | 85,284 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,716,487 | 169,269 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $904,862 | 80,781 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $859,720 | 86,066 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $509,209 | 66,211 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $344,346 | 38,405 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $195,499 | 17,897 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $107,715 | 13,983 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $159,155 | 18,030 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $75,737 | 10,865 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $208,901 | 29,175 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $161,021 | 27,659 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||