AF
AXIA

Allworth Financial’s AXIA Energia AXIA Stock Holding History

Allworth Financial’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 		$7.1K Buy
629
+60
+11% +$649 ﹤0.01% 3741
2025
Q4 		$5.21K Buy
569
+21
+4% +$182 ﹤0.01% 3676
2025
Q3 		$4.31K Buy
548
+473
+631% +$2.98K ﹤0.01% 3637
2025
Q2 		$439 Buy
75
+30
+67% +$175 ﹤0.01% 4167
2025
Q1 		$278 Sell
45
-365
-89% -$1.86K ﹤0.01% 3812
2024
Q4 		$1.92K Buy
410
+293
+250% +$1.46K ﹤0.01% 3173
2024
Q3 		$673 Buy
+117
New +$666 ﹤0.01% 3347

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

Allworth Financial's AXIA Position: Q1 2026 in Review

Allworth Financial increased its AXIA Energia (AXIA) stake by 11% in Q1 2026, buying an estimated $649 and bringing the position to 629 shares worth $7.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3741.

Allworth Financial first reported a position in AXIA in Q3 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Allworth Financial held 629 shares of AXIA Energia worth $7.1K as of Q1 2026.
  • Allworth Financial bought 60 AXIA Energia shares in Q1 2026, an estimated $649.
  • AXIA Energia made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3741 holding.
  • Allworth Financial first reported a position in AXIA Energia in Q3 2024 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.