AWM
AXIA

Abound Wealth Management’s AXIA Energia AXIA Stock Holding History

Abound Wealth Management’s Portfolio AXIA Stock Details AXIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201 Hold
19
– – ﹤0.01% 1110
2026
Q1 		$215 Sell
19
-15
-44% -$162 ﹤0.01% 1217
2025
Q4 		$312 Sell
34
-135
-80% -$1.17K ﹤0.01% 1034
2025
Q3 		$1.33K Buy
169
+126
+293% +$793 ﹤0.01% 847
2025
Q2 		$253 Hold
43
– – ﹤0.01% 966
2025
Q1 		$242 Sell
43
-2
-4% -$10 ﹤0.01% 925
2024
Q4 		$206 Hold
45
– – ﹤0.01% 1056
2024
Q3 		$261 Sell
45
-48
-52% -$273 ﹤0.01% 1017
2024
Q2 		$476 Hold
93
– – ﹤0.01% 842
2024
Q1 		$618 Hold
93
– – ﹤0.01% 836
2023
Q4 		$638 Sell
93
-37
-28% -$227 ﹤0.01% 864
2023
Q3 		$753 Hold
130
– – ﹤0.01% 745
2023
Q2 		$852 Buy
+130
New +$745 ﹤0.01% 755

Other funds holding AXIA

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Abound Wealth Management's AXIA Position: Q2 2026 in Review

Abound Wealth Management held its AXIA Energia (AXIA) position steady in Q2 2026 at 19 shares worth $201. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

Abound Wealth Management first reported a position in AXIA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.33K in Q3 2025. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Abound Wealth Management held 19 shares of AXIA Energia worth $201 as of Q2 2026.
  • Abound Wealth Management left its AXIA Energia share count unchanged in Q2 2026.
  • AXIA Energia made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1110 holding.
  • Abound Wealth Management first reported a position in AXIA Energia in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's AXIA Energia position peaked at $1.33K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.