Baleias

Mongeral Aegon

MONGERAL AEGON INVESTIMENTOS LTDA

Portfolio as of April 2026
In stocks
R$8.4M
Stocks
4
Top 10: 100%
Funds
1
YTD
▲ 7.0%
AUM-weighted average

Past performance is no guarantee of future results.

Disclosed so far

Stock holdings disclosed each month
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep

Funds can keep positions confidential for up to 180 days, so recent months show up incomplete (hatched) until the confidentiality period ends. The portfolio shown is from the last complete month.

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Sectors
  • Utilities100.0%

Portfolio

All of the manager's funds combined · since then: today's price vs. Apr/26
StockCompany% of stock portfolioValueSince thenSector
ENEV3Eneva S.A.25.9%R$2.2M▲ 18.2%Utilities
SBSP3Companhia de Saneamento Basico do Estado de Sao Paulo SABESP25.2%R$2.1M▼ 1.8%Utilities
CPLE3Companhia Paranaense de Energia24.6%R$2.1M▲ 11.0%Utilities
EQTL3Equatorial S.A.24.2%R$2.0M▲ 17.2%Utilities

Funds

Quota return, after fees
FundClassAUMYTD12 monthsLatest portfolio
MAG STRATEGYMultimercados LivreR$149.7M▲ 7.0%▲ 11.6%May/26

Past performance is no guarantee of future results.

Monthly portfolios of open-ended equity and multi-strategy funds with at least R$ 50 million in assets, from CVM open data (CDA, daily report and registry; ODbL license). Funds can keep positions confidential for up to 180 days, so each portfolio shows the month it refers to. Delayed prices (brapi). Informational content, not investment advice.

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