AFG
AXIA

Atomi Financial Group’s AXIA Energia AXIA Stock Holding History

Atomi Financial Group’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 		$684K Buy
64,810
+349
+0.5% +$3.97K 0.02% 638
2026
Q1 		$727K Buy
64,461
+2,201
+4% +$23.8K 0.02% 549
2025
Q4 		$570K Sell
62,260
-4,870
-7% -$42.1K 0.02% 630
2025
Q3 		$527K Buy
67,130
+3,805
+6% +$24K 0.02% 631
2025
Q2 		$373K Sell
63,325
-3,408
-5% -$19.9K 0.01% 711
2025
Q1 		$375K Buy
66,733
+45,265
+211% +$230K 0.02% 664
2024
Q4 		$97.2K Sell
21,468
-19,276
-47% -$96.3K ﹤0.01% 954
2024
Q3 		$233K Buy
40,744
+11,917
+41% +$67.9K 0.01% 788
2024
Q2 		$147K Sell
28,827
-2,969
-9% -$17K 0.01% 762
2024
Q1 		$210K Buy
31,796
+1,357
+4% +$9.2K 0.02% 661
2023
Q4 		$208K Buy
+30,439
New +$187K 0.03% 539

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

Atomi Financial Group's AXIA Position: Q2 2026 in Review

Atomi Financial Group increased its AXIA Energia (AXIA) stake by 0.54% in Q2 2026, buying an estimated $3.97K and bringing the position to 64,810 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #638.

Atomi Financial Group first reported a position in AXIA in Q4 2023 and has held it in 11 quarters since. The position peaked at $727K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Atomi Financial Group held 64,810 shares of AXIA Energia worth $684K as of Q2 2026.
  • Atomi Financial Group bought 349 AXIA Energia shares in Q2 2026, an estimated $3.97K.
  • AXIA Energia made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #638 holding.
  • Atomi Financial Group first reported a position in AXIA Energia in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's AXIA Energia position peaked at $727K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.