Position in AXIA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,470
-$115,477 QoQ
Shares Held
20,215
-30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 180 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXIA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $4,450,489 across 17 Utilities - Renewable names. AXIA ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEPC |
Brookfield Renewable Corp
|
28,022 | $1,040,176 | |
| 2 | BEP |
Brookfield Renewable Partners L.P.
|
28,085 | $975,391 | |
| 3 | CWEN |
Clearway Energy, Inc.
|
20,958 | $716,343 | |
| 4 | ORA |
Ormat Technologies, Inc.
|
5,156 | $561,487 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
12,724 | $252,953 | |
| 6 | AXIA |
AXIA Energia S.A.
This page
|
20,215 | $213,470 | |
| 7 | MWH |
SOLV Energy, Inc.
|
6,207 | $211,348 | |
| 8 | FRVO |
Fervo Energy Co
|
6,789 | $198,442 |
All Filings in AXIA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,470 | 20,215 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $328,947 | 29,162 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $252,055 | 27,517 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $328,917 | 26,256 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $131,445 | 14,009 | Shares | Defined | 2025-09-04 | |
| 2024-12-31 | $650 | 90 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $1,524 | 167 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,701 | 456 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $105 | 10 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,633 | 242 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $10,679 | 1,157 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,776 | 1,415 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $4,980 | 595 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $134,620 | 13,443 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $155,625 | 15,347 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,039 | 5,003 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $48,924 | 4,898 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $25,277 | 3,287 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $154,837 | 17,269 | Shares | Defined | 2021-11-05 | |
| 2020-12-31 | $114,340 | 12,953 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $250 | 36 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $257 | 36 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||