Position in AXIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,774,939
+$7,663,217 QoQ
Shares Held
2,156,718
+61.0% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 180 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in AXIA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $669,914,053 across 22 Utilities - Renewable names. AXIA ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BEP |
Brookfield Renewable Partners L.P.
|
6,797,319 | $236,070,885 | |
| 2 | CWEN |
Clearway Energy, Inc.
|
3,612,445 | $123,473,364 | |
| 3 | XIFR |
XPLR Infrastructure, LP
|
7,257,405 | $85,709,951 | |
| 4 | BEPC |
Brookfield Renewable Corp
|
2,004,204 | $74,396,046 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
3,201,307 | $63,641,979 | |
| 6 | ORA |
Ormat Technologies, Inc.
|
438,362 | $47,737,617 | |
| 7 | AXIA |
AXIA Energia S.A.
This page
|
2,156,718 | $22,774,939 | |
| 8 | NRGV |
Energy Vault Holdings, Inc.
|
1,448,158 | $6,820,821 |
All Filings in AXIA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,774,939 | 2,156,718 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15,111,722 | 1,339,692 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,900,380 | 1,080,828 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $13,568,058 | 1,083,078 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,775,602 | 1,041,850 | Shares | Defined | 2025-08-15 | |
| 2024-03-31 | $13,301,201 | 1,261,410 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $13,355,451 | 1,226,884 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $11,160,748 | 1,209,016 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $20,855,144 | 1,996,930 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,814,412 | 1,052,763 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $17,722,134 | 1,769,684 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,948,478 | 882,441 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,877,995 | 524,754 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $24,172,813 | 2,419,920 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $4,889,894 | 635,817 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,138,474 | 126,974 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,233,120 | 936,788 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $223,402 | 29,001 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $610,337 | 69,142 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $78,992 | 11,332 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,817,328 | 253,806 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $64,329 | 11,050 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||