Carson Wealth (CWM LLC)
AXIA.PR

Carson Wealth (CWM LLC)’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.5K Buy
2,596
+17
+0.7% +$199 ﹤0.01% 4105
2025
Q4 		$24K Hold
2,579
– – ﹤0.01% 4061
2025
Q3 		$27K Hold
2,579
– – ﹤0.01% 3945
2025
Q2 		$21K Buy
2,579
+341
+15% +$2.78K ﹤0.01% 3868
2025
Q1 		$17K Buy
2,238
+413
+23% +$2.92K ﹤0.01% 3792
2024
Q4 		$12K Buy
1,825
+1,711
+1,501% +$12K ﹤0.01% 3748
2024
Q3 		$1K Sell
114
-501
-81% -$3.94K ﹤0.01% 4564
2024
Q2 		$4K Sell
615
-271
-31% -$2.18K ﹤0.01% 3943
2024
Q1 		$8K Buy
886
+84
+10% +$798 ﹤0.01% 3448
2023
Q4 		$8K Buy
802
+432
+117% +$3.74K ﹤0.01% 3279
2023
Q3 		$3K Buy
370
+78
+27% +$654 ﹤0.01% 3654
2023
Q2 		$3K Buy
292
+233
+395% +$1.9K ﹤0.01% 3623
2023
Q1 		$0 Sell
59
-124
-68% -$926 ﹤0.01% 4120
2022
Q4 		$2K Buy
183
+42
+30% +$386 ﹤0.01% 3530
2022
Q3 		$1K Buy
+141
New +$1.28K ﹤0.01% 3634

Other funds holding AXIA.PR

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NI
Navi International Sao Paulo, Brazil $222M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) stake by 0.66% in Q1 2026, buying an estimated $199 and bringing the position to 2,596 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4105.

Carson Wealth (CWM LLC) first reported a position in AXIA.PR in Q3 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold AXIA.PR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,596 shares of AXIA Energia American Depositary Shares Preferred Class B1 worth $32.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q1 2026, an estimated $199.
  • AXIA Energia American Depositary Shares Preferred Class B1 made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4105 holding.
  • Carson Wealth (CWM LLC) first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q3 2022 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q1 2026.

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