Creative Planning
AXIA

Creative Planning’s AXIA Energia AXIA Stock Holding History

Creative Planning’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 		$883K Buy
78,321
+12,029
+18% +$130K ﹤0.01% 2562
2025
Q4 		$607K Sell
66,292
-13,992
-17% -$121K ﹤0.01% 2671
2025
Q3 		$631K Buy
80,284
+1,772
+2% +$11.2K ﹤0.01% 2526
2025
Q2 		$462K Buy
78,512
+8,387
+12% +$49K ﹤0.01% 2532
2025
Q1 		$394K Sell
70,125
-13,810
-16% -$70.2K ﹤0.01% 2511
2024
Q4 		$380K Buy
83,935
+13,407
+19% +$67K ﹤0.01% 2477
2024
Q3 		$404K Buy
70,528
+34,018
+93% +$194K ﹤0.01% 2287
2024
Q2 		$186K Buy
+36,510
New +$209K ﹤0.01% 2695
2015
Q2 		– Sell
-682
Closed -$1K – 1598
2015
Q1 		$1K Buy
+682
New +$1.01K ﹤0.01% 4015
2013
Q3 		– Sell
-197
Closed – – 3240
2013
Q2 		$0 Buy
+197
New +$407 ﹤0.01% 3078

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

Creative Planning's AXIA Position: Q1 2026 in Review

Creative Planning increased its AXIA Energia (AXIA) stake by 18% in Q1 2026, buying an estimated $130K and bringing the position to 78,321 shares worth $883K. The position accounts for ﹤0.01% of the portfolio, ranked #2562.

Creative Planning first reported a position in AXIA in Q2 2013 and has held it in 10 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Creative Planning held 78,321 shares of AXIA Energia worth $883K as of Q1 2026.
  • Creative Planning bought 12,029 AXIA Energia shares in Q1 2026, an estimated $130K.
  • AXIA Energia made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2562 holding.
  • Creative Planning first reported a position in AXIA Energia in Q2 2013 and has held it in 10 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.