AXIAY · AXIA Energia S.A. · Holdings
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Who Holds AXIAY
Last 8 quarters through Sep 30, 2026 (filing window open)Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter: 181 filers, like-for-like change +20.5%; actively managed books +23.3%; index-like books +15.8%.
| Holder type | Share | Filers | Change |
|---|---|---|---|
| Registered adviser | 29.2% | 92 | +14.4% |
| Exempt adviser | 3.9% | 3 | +65.0% |
| Adviser | 4.8% | 6 | +90.4% |
| Bank | 27.6% | 15 | +7.6% |
| Insurer | 0.2% | 1 | -11.4% |
| Broker-dealer | 0.4% | 1 | -4.6% |
| Benefit plan | 0.2% | 1 | +1.3% |
| Non-US | 0.2% | 3 | +1026.1% |
| Holding company | 17.2% | 8 | +17.6% |
| Unknown | 16.2% | 51 | +42.1% |
| Style | Share | Filers | Change |
|---|---|---|---|
| Index-like | 35.8% | 19 | +15.8% |
| Systematic-like | 7.3% | 12 | -27.1% |
| Concentrated | 8.6% | 28 | +134.6% |
| Diversified active | 48.4% | 122 | +25.8% |
| Unknown | 0.0% | 0 | — |
| Not measured | 0.0% | 0 | — |
| Turnover | Share | Filers | Change |
|---|---|---|---|
| Low turnover | 56.1% | 112 | +20.4% |
| Medium turnover | 21.6% | 32 | +21.1% |
| High turnover | 14.4% | 22 | +12.2% |
| Unknown | 7.9% | 15 | +39.3% |
| Not measured | 0.0% | 0 | — |
| Holding horizon | Share | Filers | Change |
|---|---|---|---|
| Short horizon | 11.0% | 19 | +69.9% |
| Medium horizon | 15.2% | 31 | +32.7% |
| Long horizon | 66.4% | 119 | +12.8% |
| Unknown | 7.4% | 12 | +20.0% |
| Not measured | 0.0% | 0 | — |
| 13F book size | Share | Filers | Change |
|---|---|---|---|
| Under $1B | 7.1% | 33 | +138.1% |
| $1B to $10B | 7.6% | 45 | +64.6% |
| $10B to $100B | 18.5% | 51 | +16.7% |
| $100B or more | 66.7% | 52 | +12.2% |
| Not measured | 0.0% | 0 | — |
| Client base | Share | Filers | Change |
|---|---|---|---|
| Individuals and high net worth | 6.2% | 53 | +21.4% |
| Pooled investment vehicles | 6.3% | 13 | -24.5% |
| Registered funds and BDCs | 7.4% | 12 | +57.9% |
| Pension and profit sharing plans | 0.0% | 2 | +3.7% |
| Insurance companies | 1.7% | 1 | +8.0% |
| Charitable organizations | 0.0% | 1 | new |
| Governments and sovereign funds | 0.6% | 1 | +10.6% |
| Other investment advisers | 0.0% | 2 | -67.5% |
| Other | 0.2% | 1 | 0.0% |
| Diversified | 6.7% | 6 | +36.3% |
| Corporations | 0.0% | 0 | -100.0% |
| Unknown | 70.8% | 89 | +23.3% |
| Private funds | Share | Filers | Change |
|---|---|---|---|
| Hedge funds | 20.0% | 24 | +16.9% |
| Private equity funds | 0.7% | 6 | -3.3% |
| Real estate funds | 0.0% | 2 | +28.0% |
| Securitized asset funds | 1.8% | 2 | +8.0% |
| Other private funds | 3.1% | 10 | +2.9% |
| Mixed private funds | 0.5% | 1 | +7.0% |
| Private funds, type not stated | 1.2% | 2 | +18.4% |
| No private funds | 5.9% | 48 | +47.8% |
| Unknown | 66.9% | 86 | +21.5% |
| Location | Share | Filers | Change |
|---|---|---|---|
| United States | 76.8% | 144 | +16.8% |
| Outside the US | 23.2% | 37 | +34.7% |
The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 2 holders with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F.
Conviction and Crowding
181 13F filers, quarter ended Jun 30, 2026Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.
Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not AXIAY, quarter ended Jun 30, 2026AXIAY has no holder-overlap peers, so these filers hold the largest Utilities stocks: NEE, SO, CEG, DUK, AEP, SRE, ETR, D, XEL, VST, EXC, PCG, WEC, ED, PEG, CNP, NRG, ATO, AEE, EIX. 4,651 filers in all.
| # | Filer | In peers | Largest peers |
|---|---|---|---|
| 1 | VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active | $52,220,185,816 20 held | NEE, CEG, SRE |
| 2 | GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like | $30,992,987,548 20 held | NEE, SO, DUK |
| 3 | FRANKLIN RESOURCES INC Adviser, Diversified active | $16,830,001,259 20 held | NEE, SO, NRG |
| 4 | Capital Research Global Investors Adviser, Diversified active | $16,597,038,374 12 held | D, CNP, XEL |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active | $14,423,383,067 20 held | SO, AEE, NEE |
| 6 | WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active | $13,901,514,666 16 held | SRE, D, AEP |
| 7 | NORGES BANK Non-US, Index-like | $11,828,641,670 14 held | NEE, SO, CEG |
| 8 | Capital World Investors Adviser, Diversified active | $11,613,692,641 11 held | SO, EXC, CEG |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active | $9,137,863,378 20 held | NEE, DUK, SO |
| 10 | Bank of New York Mellon Corp Bank, Index-like | $8,704,220,260 20 held | NEE, CEG, D |
Fund Ownership of AXIAY by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 0.33% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 0.00% | 71,005 |
| Index ETFs | 0.32% | 7,404,368 |
| Active ETFs | 0.02% | 497,202 |
| Active funds | 0.06% | 1,288,220 |
| Unclassified | 0.07% | 1,683,802 |
| All registered funds | 0.48% | 10,944,597 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mid GAMMA Investing LLC Registered adviser | $65,527 | 34.34% | 6,176 | Shares | 2026-10-08 | |
| Large Farther Finance Advisors, LLC Registered adviser | $64,837 | 33.98% | 6,111 | Shares | 2026-10-08 | |
| Small Piedmont Capital Management, LLC/NC Registered adviser | $25,357 | 13.29% | 2,390 | Shares | 2026-10-21 | |
| Large NISA INVESTMENT ADVISORS, LLC Registered adviser | $21,782 | 11.42% | 2,053 | Shares | 2026-10-20 | |
| Mid PRIVATE TRUST CO NA | $11,755 | 6.16% | 1,108 | Shares | 2026-10-20 | |
| Mid IFP Advisors, Inc Registered adviser | $1,549 | 0.81% | 146 | Shares | 2026-10-16 | |
| Mega BlackRock, Inc. Holding company | — | — | 4,148,360 | Shares | 2026-08-07 | |
| Large D.A. DAVIDSON & CO. | — | — | 36,442 | Shares | 2026-07-24 | |
| Mid BARINGS LLC Registered adviser | — | — | 782,040 | Shares | 2026-08-07 | |
| Small MARSHALL INVESTMENT MANAGEMENT, LLC Registered adviser | — | — | 40 | Shares | 2026-08-14 | |
| Mid Global Retirement Partners, LLC | — | — | 6,793 | Shares | 2026-08-06 | |
| Mid Caprock Group, LLC | — | — | 12,396 | Shares | 2026-07-27 | |
| Mega STIFEL FINANCIAL CORP | — | — | 40,435 | Shares | 2026-08-12 | |
| Mega Amundi Holding company | — | — | 325,833 | Shares | 2026-08-11 | |
| Mid NLB Skladi, upravljanje premozenja, d.o.o. | — | — | 35,000 | Shares | 2026-08-06 | |
| Mid Itau Unibanco Holding S.A. Bank | — | — | 260,220 | Shares | 2026-08-14 | |
| Mega STATE STREET CORP Bank | — | — | 4,176,916 | Shares | 2026-09-22 | |
| Mega Legal & General Group Plc | — | — | 21,849 | Shares | 2026-08-14 | |
| Mega LPL Financial LLC Broker-dealer | — | — | 160,954 | Shares | 2026-08-07 | |
| Mega CITADEL ADVISORS LLC Registered adviser | — | — | 130,027 | Shares | 2026-09-02 | |
| Mega Clearbridge Investments, LLC Registered adviser | — | — | 17,530 | Shares | 2026-08-13 | |
| Mega WELLS FARGO & COMPANY/MN Bank | — | — | 656 | Shares | 2026-08-14 | |
| Large M&T Bank Corp Bank | — | — | 15,116 | Shares | 2026-08-04 | |
| Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Registered adviser | — | — | 4,179 | Shares | 2026-08-13 | |
| Small Silver Grove Financial Group, Inc. Registered adviser | — | — | 251 | Shares | 2026-08-13 | |
| Mid BLI - Banque de Luxembourg Investments | — | — | 26,000 | Shares | 2026-08-10 | |
| Mega PRINCIPAL FINANCIAL GROUP INC Insurer | — | — | 79,106 | Shares | 2026-08-04 | |
| Large Cetera Investment Advisers Registered adviser | — | — | 42,409 | Shares | 2026-08-12 | |
| Small Lester Murray Antman dba SimplyRich | — | — | 70,179 | Shares | 2026-08-03 | |
| Mega JPMORGAN CHASE & CO Bank | — | — | 11,591 | Shares | 2026-08-12 | |
| Mid XTX Topco Ltd | — | — | 62,059 | Shares | 2026-08-14 | |
| Large Thrivent Financial for Lutherans Registered adviser | — | — | 88,984 | Shares | 2026-08-14 | |
| Mid Aprio Wealth Management, LLC Registered adviser | — | — | 13,389 | Shares | 2026-07-24 | |
| Small Fundamenta Capital S.A. Exempt adviser | — | — | 333,367 | Shares | 2026-07-28 | |
| Mega TWO SIGMA INVESTMENTS, LP Registered adviser | — | — | 736,552 | Shares | 2026-08-14 | |
| Mid Larson Financial Group LLC Registered adviser | — | — | 422 | Shares | 2026-08-14 | |
| Mega MORGAN STANLEY Holding company | — | — | 2,156,718 | Shares | 2026-08-13 | |
| Small Saranac Partners Ltd | — | — | 34,794 | Shares | 2026-08-13 | |
| Large MARSHALL WACE, LLP Exempt adviser | — | — | 527,689 | Shares | 2026-08-13 | |
| Mega FMR LLC Holding company | — | — | 98,820 | Shares | 2026-08-13 | |
| Mid PROFUND ADVISORS LLC Registered adviser | — | — | 62,488 | Shares | 2026-08-11 | |
| Mega AMERICAN CENTURY COMPANIES INC | — | — | 1,547,353 | Shares | 2026-08-12 | |
| Large GQG Partners LLC Registered adviser | — | — | 30,403 | Shares | 2026-08-12 | |
| Mega AMERIPRISE FINANCIAL INC Adviser | — | — | 40,983 | Shares | 2026-08-14 | |
| Large Orion Porfolio Solutions, LLC | — | — | 59,224 | Shares | 2026-08-14 | |
| Mid Spire Wealth Management Registered adviser | — | — | 337 | Shares | 2026-07-15 | |
| Mid SHP Wealth Management Registered adviser | — | — | 81 | Shares | 2026-08-11 | |
| Small FINANCIAL CONSULATE, INC Registered adviser | — | — | 219 | Shares | 2026-07-23 | |
| Mega FIRST TRUST ADVISORS LP Registered adviser | — | — | 521,686 | Shares | 2026-08-11 | |
| Small Key Financial Inc Registered adviser | — | — | 1,010 | Shares | 2026-07-24 | |
| Mega UBS Group AG Bank | — | — | 1,444,710 | Shares | 2026-08-13 | |
| Small Caitong International Asset Management Co., Ltd | — | — | 14,179 | Shares | 2026-08-05 | |
| Mega Qube Research & Technologies Ltd Exempt adviser | — | — | 880,680 | Shares | 2026-08-14 | |
| Large Vident Advisory, LLC Registered adviser | — | — | 146,630 | Shares | 2026-08-12 | |
| Mega RAYMOND JAMES FINANCIAL INC | — | — | 97,266 | Shares | 2026-08-14 | |
| Large GUGGENHEIM CAPITAL LLC | — | — | 115,610 | Shares | 2026-08-12 | |
| Large Focus Partners Wealth Registered adviser | — | — | 18,527 | Shares | 2026-08-12 | |
| Mid JFS WEALTH ADVISORS, LLC Registered adviser | — | — | 217 | Shares | 2026-07-10 | |
| Mega CITIGROUP INC Bank | — | — | 592,253 | Shares | 2026-08-03 | |
| Small Abound Wealth Management Registered adviser | — | — | 19 | Shares | 2026-07-10 | |
| Mega Creative Planning Registered adviser | — | — | 86,657 | Shares | 2026-08-13 | |
| Small Aigen Investment Management, LP Registered adviser | — | — | 18,156 | Shares | 2026-08-14 | |
| Large HUNTINGTON NATIONAL BANK | — | — | 1 | Shares | 2026-08-13 | |
| Mid SHELTON CAPITAL MANAGEMENT Registered adviser | — | — | 28,988 | Shares | 2026-08-14 | |
| Mega BANK OF AMERICA CORP /DE/ Bank | — | — | 4,084,811 | Shares | 2026-08-14 | |
| Small Game Plan Financial Advisors, LLC Registered adviser | — | — | 7 | Shares | 2026-08-07 | |
| Mega GOLDMAN SACHS GROUP INC Holding company | — | — | 781,619 | Shares | 2026-08-14 | |
| Mega VANGUARD FIDUCIARY TRUST CO | — | — | 251,401 | Shares | 2026-08-13 | |
| Mega Invesco Ltd. Adviser | — | — | 1,014,808 | Shares | 2026-08-14 | |
| Large Corient Private Wealth LLC Registered adviser | — | — | 101,900 | Shares | 2026-08-27 | |
| Small Virtus Investment Advisers, LLC Registered adviser | — | — | 18,938 | Shares | 2026-08-11 | |
| Mid Compound Planning, Inc. Registered adviser | — | — | 64,810 | Shares | 2026-08-04 | |
| Mega VANGUARD CAPITAL MANAGEMENT LLC Registered adviser | — | — | 1,289,029 | Shares | 2026-08-13 | |
| Small SPX Gestao de Recursos Ltda Adviser | — | — | 98,495 | Shares | 2026-08-19 | |
| Mid SIGNATUREFD, LLC Registered adviser | — | — | 7,585 | Shares | 2026-07-24 | |
| Mid SBI Securities Co., Ltd. Non-US | — | — | 743 | Shares | 2026-07-23 | |
| Mid BTG Pactual Asset Management US LLC Registered adviser | — | — | 16,263 | Shares | 2026-08-14 | |
| Mid Laird Norton Wetherby Trust Company, LLC | — | — | 42,167 | Shares | 2026-08-14 | |
| Mega Russell Investments Group, Ltd. | — | — | 115,116 | Shares | 2026-08-06 | |
| Small RAFFA WEALTH MANAGEMENT, LLC Registered adviser | — | — | 85 | Shares | 2026-07-27 | |
| Small WEXFORD CAPITAL LP Registered adviser | — | — | 406,130 | Shares | 2026-08-14 | |
| Small Measured Wealth Private Client Group, LLC Registered adviser | — | — | 26,646 | Shares | 2026-08-10 | |
| Large Eurizon Capital SGR S.p.A. | — | — | 31,178 | Shares | 2026-07-29 | |
| Mega ROYAL BANK OF CANADA Bank | — | — | 526 | Shares | 2026-08-14 | |
| Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC Registered adviser | — | — | 148,276 | Shares | 2026-08-13 | |
| Mid Advisors Asset Management, Inc. Registered adviser | — | — | 41,701 | Shares | 2026-08-14 | |
| Mega PNC FINANCIAL SERVICES GROUP, INC. Bank | — | — | 24,214 | Shares | 2026-08-07 | |
| Large HRT FINANCIAL LP | — | — | 155,618 | Shares | 2026-08-14 | |
| Mega BNP PARIBAS ARBITRAGE, SA Non-US | — | — | 2,796 | Shares | 2026-08-13 | |
| Small Pinnacle Wealth Planning Services, Inc. Registered adviser | — | — | 1,231 | Shares | 2026-08-07 | |
| Mega JONES FINANCIAL COMPANIES LLLP | — | — | 2,128 | Shares | 2026-08-14 | |
| Large Arax Advisory Partners Registered adviser | — | — | 3,297 | Shares | 2026-08-10 | |
| Large BROWN BROTHERS HARRIMAN & CO Adviser | — | — | 1,247 | Shares | 2026-08-12 | |
| Large Rockefeller Capital Management L.P. Registered adviser | — | — | 6,357 | Shares | 2026-08-13 | |
| Mid LRI Investments, LLC Registered adviser | — | — | 28 | Shares | 2026-07-14 | |
| Large Federation des caisses Desjardins du Quebec | — | — | 380 | Shares | 2026-08-14 | |
| Large FIFTH THIRD BANCORP Bank | — | — | 90 | Shares | 2026-08-05 | |
| Mega SCHRODER INVESTMENT MANAGEMENT GROUP Registered adviser | — | — | 63,156 | Shares | 2026-08-13 | |
| Large Mariner, LLC Registered adviser | — | — | 75,488 | Shares | 2026-08-13 | |
| Large Sanctuary Advisors, LLC | — | — | 25,412 | Shares | 2026-08-13 |
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