Position in AXIA
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,646
+$309 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AXIA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Mar 31, 2026IFP Advisors, Inc holds $253,152 across 11 Utilities - Renewable names. AXIA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
3,513 | $139,922 | |
| 2 | CWEN |
Clearway Energy, Inc.
|
1,431 | $56,223 | |
| 3 | BEP |
Brookfield Renewable Partners L.P.
|
621 | $20,269 | |
| 4 | STEM |
Stem, Inc.
|
1,478 | $13,065 | |
| 5 | ORA |
Ormat Technologies, Inc.
|
110 | $12,311 | |
| 6 | FLNC |
Fluence Energy, Inc.
|
542 | $7,457 | |
| 7 | XIFR |
XPLR Infrastructure, LP
|
200 | $2,124 | |
| 8 | AXIA |
AXIA Energia S.A.
This page
|
146 | $1,646 |
All Filings in AXIA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,646 | 146 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,337 | 146 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,448 | 146 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,084 | 146 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $835 | 146 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,286 | 200 | Shares | Sole | 2024-07-30 | |
| 2022-12-31 | $4,060 | 512 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $393 | 49 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||