Creative Planning
AXIA.PRC

Creative Planning’s AXIA Energia American Depositary Shares Preferred Class C AXIA.PRC Stock Holding History

Creative Planning’s Portfolio AXIA.PRC Stock Details AXIA.PRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Buy
18,930
+1,051
+6% +$11K ﹤0.01% 3709
2025
Q4 		$154K Buy
+17,879
New +$154K ﹤0.01% 3629

Other funds holding AXIA.PRC

SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 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

Creative Planning's AXIA.PRC Position: Q1 2026 in Review

Creative Planning increased its AXIA Energia American Depositary Shares Preferred Class C (AXIA.PRC) stake by 5.9% in Q1 2026, buying an estimated $11K and bringing the position to 18,930 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3709.

Creative Planning first reported a position in AXIA.PRC in Q4 2025 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold AXIA.PRC as of Q1 2026.

  • Creative Planning held 18,930 shares of AXIA Energia American Depositary Shares Preferred Class C worth $207K as of Q1 2026.
  • Creative Planning bought 1,051 AXIA Energia American Depositary Shares Preferred Class C shares in Q1 2026, an estimated $11K.
  • AXIA Energia American Depositary Shares Preferred Class C made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3709 holding.
  • Creative Planning first reported a position in AXIA Energia American Depositary Shares Preferred Class C in Q4 2025 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class C as of Q1 2026.

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