Position in SO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$8,879
-$4,767 QoQ
Shares Held
92
-36.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AXS Investments LLC holds $12,989 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
148 | $12,989 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,879 | 92 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $13,646 | 144 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $6,871 | 98 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,572 | 117 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $29,013 | 413 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $43,626 | 627 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $48,201 | 675 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $245,029 | 3,954 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||