RPCONE
AXIA.PR

Retirement Planning Company of New England’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Retirement Planning Company of New England’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
Q4 		– Sell
-13,855
Closed -$109K – 247
2025
Q3 		$109K Sell
13,855
-126
-0.9% -$851 0.04% 243
2025
Q2 		$82.3K Sell
13,981
-773
-5% -$5K 0.04% 231
2025
Q1 		$83K Buy
14,754
+364
+3% +$2.04K 0.04% 225
2024
Q4 		$65.2K Sell
14,390
-231
-2% -$1.28K 0.03% 226
2024
Q3 		$83.7K Sell
14,621
-253
-2% -$1.58K 0.04% 224
2024
Q2 		$75.7K Sell
14,874
-21
-0.1% -$134 0.04% 208
2024
Q1 		$98.5K Sell
14,895
-709
-5% -$5.34K 0.05% 214
2023
Q4 		$107K Hold
15,604
– – 0.05% 227
2023
Q3 		$90.3K Buy
+15,604
New +$104K 0.05% 200

Other funds holding AXIA.PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Navi International Sao Paulo, Brazil $222M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
SGDR
SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Retirement Planning Company of New England's AXIA.PR Position: Q4 2025 in Review

Retirement Planning Company of New England sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q4 2025, closing a stake of 13,855 shares — an estimated $109K sold.

Retirement Planning Company of New England first reported a position in AXIA.PR in Q3 2023 and held it in 9 quarters. The position peaked at $109K in Q3 2025. 38 funds tracked by Wall St. Rank hold AXIA.PR as of Q4 2025.

  • Retirement Planning Company of New England reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Company of New England sold 13,855 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q4 2025, an estimated $109K.
  • Retirement Planning Company of New England first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q3 2023 and held it in 9 quarters.
  • Retirement Planning Company of New England's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $109K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q4 2025.

Based on Retirement Planning Company of New England's 13F filing for Q4 2025, filed 28 Jan 2026.