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
Q2 		$440K Sell
41,701
-16,273
-28% -$185K 0.01% 1015
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 – 1425
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% 1360
2022
Q4 		$33.7K Sell
5,370
-1,041
-16% -$7.08K ﹤0.01% 1379
2022
Q3 		$41K Hold
6,411
– – ﹤0.01% 1372
2022
Q2 		$45K Sell
6,411
-249
-4% -$1.68K ﹤0.01% 1381
2022
Q1 		$41.7K Sell
6,660
-30,161
-82% -$156K ﹤0.01% 1438
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% 1179
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% 1383
2020
Q3 		$5.58K Buy
+1,275
New +$6.66K ﹤0.01% 1500

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Advisors Asset Management's AXIA Position: Q2 2026 in Review

Advisors Asset Management reduced its AXIA Energia (AXIA) stake by 28% in Q2 2026, selling an estimated $185K and leaving 41,701 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #1015.

Advisors Asset Management first reported a position in AXIA in Q3 2020 and has held it in 16 quarters since. The position peaked at $654K in Q1 2026. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Advisors Asset Management held 41,701 shares of AXIA Energia worth $440K as of Q2 2026.
  • Advisors Asset Management sold 16,273 AXIA Energia shares in Q2 2026, an estimated $185K.
  • AXIA Energia made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1015 holding.
  • Advisors Asset Management first reported a position in AXIA Energia in Q3 2020 and has held it in 16 quarters since.
  • Advisors Asset Management's AXIA Energia position peaked at $654K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.