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 Q3	–	Sell	-18,595	Closed	-$196K	–	4614
2026 Q2	$196K	Sell	18,595 -335	-2%	-$3.66K	﹤0.01%	3880
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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Creative Planning's AXIA.PRC Position: Q3 2026 in Review

Creative Planning sold out of AXIA Energia American Depositary Shares Preferred Class C (AXIA.PRC) in Q3 2026, closing a stake of 18,595 shares — an estimated $196K sold.

Creative Planning first reported a position in AXIA.PRC in Q4 2025 and held it in 3 quarters. The position peaked at $207K in Q1 2026. 12 funds tracked by Wall St. Rank hold AXIA.PRC as of Q3 2026.

Creative Planning reported no remaining AXIA Energia American Depositary Shares Preferred Class C position as of Q3 2026 after selling out during the quarter.
Creative Planning sold 18,595 AXIA Energia American Depositary Shares Preferred Class C shares in Q3 2026, an estimated $196K.
Creative Planning first reported a position in AXIA Energia American Depositary Shares Preferred Class C in Q4 2025 and held it in 3 quarters.
Creative Planning's AXIA Energia American Depositary Shares Preferred Class C position peaked at $207K in Q1 2026.
12 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class C as of Q3 2026.

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