Carson Wealth (CWM LLC)
AXIA

Carson Wealth (CWM LLC)’s AXIA Energia AXIA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.5K Sell
4,211
-744
-15% -$8.04K ﹤0.01% 3857
2025
Q4 		$45K Sell
4,955
-452
-8% -$3.91K ﹤0.01% 3678
2025
Q3 		$42K Buy
5,407
+13
+0.2% +$82 ﹤0.01% 3659
2025
Q2 		$32K Buy
5,394
+878
+19% +$5.13K ﹤0.01% 3609
2025
Q1 		$25K Sell
4,516
-52
-1% -$264 ﹤0.01% 3512
2024
Q4 		$21K Sell
4,568
-818
-15% -$4.09K ﹤0.01% 3400
2024
Q3 		$31K Sell
5,386
-705
-12% -$4.01K ﹤0.01% 3070
2024
Q2 		$31K Sell
6,091
-1,182
-16% -$6.76K ﹤0.01% 2806
2024
Q1 		$48K Buy
7,273
+1,204
+20% +$8.17K ﹤0.01% 2317
2023
Q4 		$41K Buy
6,069
+2,024
+50% +$12.4K ﹤0.01% 2302
2023
Q3 		$23K Buy
4,045
+172
+4% +$1.02K ﹤0.01% 2593
2023
Q2 		$25K Buy
3,873
+1,011
+35% +$5.79K ﹤0.01% 2476
2023
Q1 		$15K Buy
2,862
+1,199
+72% +$6.7K ﹤0.01% 2683
2022
Q4 		$10K Buy
1,663
+375
+29% +$2.55K ﹤0.01% 2791
2022
Q3 		$8K Buy
1,288
+1,005
+355% +$6.97K ﹤0.01% 2806
2022
Q2 		$2K Buy
283
+239
+543% +$1.61K ﹤0.01% 3318
2022
Q1 		$0 Buy
+44
New +$227 ﹤0.01% 3597

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Carson Wealth (CWM LLC)'s AXIA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AXIA Energia (AXIA) stake by 15% in Q1 2026, selling an estimated $8.04K and leaving 4,211 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Carson Wealth (CWM LLC) first reported a position in AXIA in Q1 2022 and has held it in 17 quarters since. The position peaked at $48K in Q1 2024. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,211 shares of AXIA Energia worth $47.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 744 AXIA Energia shares in Q1 2026, an estimated $8.04K.
  • AXIA Energia made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3857 holding.
  • Carson Wealth (CWM LLC) first reported a position in AXIA Energia in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s AXIA Energia position peaked at $48K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.