LPL Financial’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

LPL Financial’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
2025 Q3	–	Sell	-27,633	Closed	-$181K	–	5857
2025 Q2	$181K	Buy	27,633 +8,882	+47%	+$57.4K	﹤0.01%	5127
2025 Q1	$116K	Sell	18,751 -3,022	-14%	-$16.9K	﹤0.01%	5006
2024 Q4	$110K	Sell	21,773 -462	-2%	-$2.56K	﹤0.01%	4975
2024 Q3	$139K	Buy	22,235 +2,150	+11%	+$13.4K	﹤0.01%	4820
2024 Q2	$113K	Buy	20,085 +1,490	+8%	+$9.48K	﹤0.01%	4715
2024 Q1	$136K	Buy	18,595 +141	+0.8%	+$1.06K	﹤0.01%	4609
2023 Q4	$139K	Sell	18,454 -149	-0.8%	-$1.02K	﹤0.01%	4483
2023 Q3	$121K	Sell	18,603 -1,746	-9%	-$11.6K	﹤0.01%	4379
2023 Q2	$152K	Buy	+20,349	New	+$131K	﹤0.01%	4236
2016 Q2	–	Sell	-20,205	Closed	-$46K	–	2703
2016 Q1	$46K	Hold	20,205	–	–	﹤0.01%	3009
2015 Q4	$40K	Buy	+20,205	New	+$41.9K	﹤0.01%	3063

Other funds holding AXIA.PR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

LPL Financial's AXIA.PR Position: Q3 2025 in Review

LPL Financial sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q3 2025, closing a stake of 27,633 shares — an estimated $181K sold.

LPL Financial first reported a position in AXIA.PR in Q4 2015 and held it in 11 quarters. The position peaked at $181K in Q2 2025. 37 funds tracked by Wall St. Rank hold AXIA.PR as of Q3 2025.

LPL Financial reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q3 2025 after selling out during the quarter.
LPL Financial sold 27,633 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q3 2025, an estimated $181K.
LPL Financial first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q4 2015 and held it in 11 quarters.
LPL Financial's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $181K in Q2 2025.
37 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.