Position in AXIA
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$51,027
+$25,373 QoQ
Shares Held
4,524
+61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 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, 2026EverSource Wealth Advisors, LLC holds $326,542 across 10 Utilities - Renewable names. AXIA ranks #4 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORA |
Ormat Technologies, Inc.
|
694 | $77,667 | |
| 2 | BEPC |
Brookfield Renewable Corp
|
1,900 | $75,670 | |
| 3 | CWEN |
Clearway Energy, Inc.
|
1,499 | $58,892 | |
| 4 | AXIA |
AXIA Energia S.A.
This page
|
4,524 | $51,027 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
2,782 | $38,277 | |
| 6 | ENLT |
Enlight Renewable Energy Ltd.
|
318 | $21,705 | |
| 7 | WAVE |
Eco Wave Power Global AB (publ)
|
341 | $2,148 | |
| 8 | NXXT |
Nextnrg, Inc.
|
2,693 | $1,077 |
All Filings in AXIA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,027 | 4,524 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $25,654 | 2,801 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $18,261 | 1,841 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,734 | 3,060 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $308 | 54 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $665 | 92 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $776 | 93 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||