AAM
AXIA

Advisors Asset Management’s AXIA Energia AXIA Stock Holding History

Advisors Asset 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
Q1 		$654K Buy
57,974
+44,115
+318% +$477K 0.01% 908
2025
Q4 		$127K Buy
13,859
+2,471
+22% +$21.4K ﹤0.01% 1197
2025
Q3 		$89.5K Buy
+11,388
New +$71.7K ﹤0.01% 1226
2023
Q3 		– Sell
-3,843
Closed -$25.2K – 1424
2023
Q2 		$25.2K Sell
3,843
-1,463
-28% -$8.38K ﹤0.01% 1347
2023
Q1 		$27.9K Sell
5,306
-64
-1% -$358 ﹤0.01% 1359
2022
Q4 		$33.7K Sell
5,370
-1,041
-16% -$7.08K ﹤0.01% 1379
2022
Q3 		$41K Hold
6,411
– – ﹤0.01% 1371
2022
Q2 		$45K Sell
6,411
-249
-4% -$1.68K ﹤0.01% 1379
2022
Q1 		$42K Sell
6,660
-30,161
-82% -$156K ﹤0.01% 1435
2021
Q4 		$178K Sell
36,821
-9,078
-20% -$45.6K ﹤0.01% 1259
2021
Q3 		$258K Buy
45,899
+3,689
+9% +$22.4K ﹤0.01% 1178
2021
Q2 		$289K Sell
42,210
-1,429
-3% -$8.72K ﹤0.01% 1142
2021
Q1 		$211K Buy
43,639
+28,899
+196% +$134K ﹤0.01% 1198
2020
Q4 		$82K Buy
14,740
+13,465
+1,056% +$66.7K ﹤0.01% 1382
2020
Q3 		$6K Buy
+1,275
New +$6.66K ﹤0.01% 1499

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Advisors Asset Management's AXIA Position: Q1 2026 in Review

Advisors Asset Management increased its AXIA Energia (AXIA) stake by 318% in Q1 2026, buying an estimated $477K and bringing the position to 57,974 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #908.

Advisors Asset Management first reported a position in AXIA in Q3 2020 and has held it in 15 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Advisors Asset Management held 57,974 shares of AXIA Energia worth $654K as of Q1 2026.
  • Advisors Asset Management bought 44,115 AXIA Energia shares in Q1 2026, an estimated $477K.
  • AXIA Energia made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #908 holding.
  • Advisors Asset Management first reported a position in AXIA Energia in Q3 2020 and has held it in 15 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.