True Wealth Design, LLC

Position in AXIAY — AXIA Energia S.A.

CIK 1966033 AKRON, OH

Position in AXIAY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$633

+$633 QoQ

Shares Held

-23.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#62

of 67 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

True Wealth Design, LLC holds $44,563 across 8 Utilities - Renewable names. AXIAY ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORA	Ormat Technologies, Inc.	201	$21,888
2	FLNC	Fluence Energy, Inc.	965	$19,184
3	BEPC	Brookfield Renewable Corp	55	$2,041
4	AXIAY	AXIA Energia S.A. This page	60	$633
5	ENLT	Enlight Renewable Energy Ltd.	6	$534
6	CWEN	Clearway Energy, Inc.	7	$239
7	VGAS	Verde Clean Fuels, Inc.	36	$36
8	SAFX	XCF Global, Inc.	20	$8

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$633	60	-23.1%	Shares	Sole	2026-07-16
2026-03-31	—	78	-4.9%	Shares	Sole	2026-04-13
2025-12-31	—	82	+51.9%	Shares	Sole	2026-01-08
2025-09-30	—	54	0.0%	Shares	Sole	2025-10-21
2025-06-30	—	54	+20.0%	Shares	Sole	2025-08-06
2024-12-31	—	45	-8.2%	Shares	Sole	2025-02-14
2024-09-30	—	49	-7.5%	Shares	Sole	2024-11-14
2024-06-30	—	53	+82.8%	Shares	Sole	2024-08-14
2024-03-31	—	29	+81.2%	Shares	Sole	2024-05-14
2023-12-31	—	16	+23.1%	Shares	Sole	2024-02-14
2023-09-30	—	13	+18.2%	Shares	Sole	2023-11-13
2023-06-30	—	11	0.0%	Shares	Sole	2023-08-14
2023-03-31	—	11	+10.0%	Shares	Sole	2023-05-12
2022-12-31	—	10	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.