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
Q3 		– Sell
-86,657
Closed -$915K – 4454
2026
Q2 		$915K Buy
86,657
+8,336
+11% +$94.7K ﹤0.01% 2716
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

Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Creative Planning's AXIA Position: Q3 2026 in Review

Creative Planning sold out of AXIA Energia (AXIA) in Q3 2026, closing a stake of 86,657 shares — an estimated $915K sold.

Creative Planning first reported a position in AXIA in Q2 2013 and held it in 11 quarters. The position peaked at $915K in Q2 2026. 19 funds tracked by Wall St. Rank hold AXIA as of Q3 2026.

  • Creative Planning reported no remaining AXIA Energia position as of Q3 2026 after selling out during the quarter.
  • Creative Planning sold 86,657 AXIA Energia shares in Q3 2026, an estimated $915K.
  • Creative Planning first reported a position in AXIA Energia in Q2 2013 and held it in 11 quarters.
  • Creative Planning's AXIA Energia position peaked at $915K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.