AWM
AXIA

Aprio Wealth Management’s AXIA Energia AXIA Stock Holding History

Aprio 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 		$141K Buy
13,389
+1,799
+16% +$20.4K 0.01% 632
2026
Q1 		$131K Buy
+11,590
New +$125K 0.01% 608

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

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

Aprio Wealth Management increased its AXIA Energia (AXIA) stake by 16% in Q2 2026, buying an estimated $20.4K and bringing the position to 13,389 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #632.

Aprio Wealth Management first reported a position in AXIA in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Aprio Wealth Management held 13,389 shares of AXIA Energia worth $141K as of Q2 2026.
  • Aprio Wealth Management bought 1,799 AXIA Energia shares in Q2 2026, an estimated $20.4K.
  • AXIA Energia made up 0.01% of Aprio Wealth Management's portfolio in Q2 2026, its #632 holding.
  • Aprio Wealth Management first reported a position in AXIA Energia in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.