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	-21,882	Closed	-$181K	–	5857
2025 Q2	$181K	Buy	21,882 +7,034	+47%	+$57.4K	﹤0.01%	5127
2025 Q1	$116K	Sell	14,848 -2,393	-14%	-$16.9K	﹤0.01%	5006
2024 Q4	$110K	Sell	17,241 -366	-2%	-$2.56K	﹤0.01%	4975
2024 Q3	$139K	Buy	17,607 +1,702	+11%	+$13.4K	﹤0.01%	4820
2024 Q2	$113K	Buy	15,905 +1,180	+8%	+$9.48K	﹤0.01%	4715
2024 Q1	$136K	Buy	14,725 +112	+0.8%	+$1.06K	﹤0.01%	4609
2023 Q4	$139K	Sell	14,613 -118	-0.8%	-$1.02K	﹤0.01%	4483
2023 Q3	$121K	Sell	14,731 -1,383	-9%	-$11.6K	﹤0.01%	4379
2023 Q2	$152K	Buy	+16,114	New	+$131K	﹤0.01%	4236
2016 Q2	–	Sell	-16,000	Closed	-$46K	–	2703
2016 Q1	$46K	Hold	16,000	–	–	﹤0.01%	3009
2015 Q4	$40K	Buy	+16,000	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 $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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 21,882 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 21,882 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.