Bank of Montreal
AXIA

Bank of Montreal’s AXIA Energia AXIA Stock Holding History

Bank of Montreal’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 		$1.72M Buy
152,333
+147,709
+3,194% +$1.6M ﹤0.01% 1744
2025
Q4 		$42.4K Buy
+4,624
New +$40K ﹤0.01% 3216
2022
Q4 		– Sell
-102,052
Closed -$653 – 4048
2022
Q3 		$653 Sell
102,052
-21,421
-17% -$149K ﹤0.01% 2421
2022
Q2 		$859 Buy
123,473
+34,391
+39% +$232K ﹤0.01% 2405
2022
Q1 		$541K Buy
89,082
+19,317
+28% +$99.7K ﹤0.01% 2773
2021
Q4 		$332K Buy
69,765
+26,041
+60% +$131K ﹤0.01% 2669
2021
Q3 		$248K Buy
43,724
+14,244
+48% +$86.4K ﹤0.01% 3230
2021
Q2 		$206K Buy
+29,480
New +$180K ﹤0.01% 3200
2021
Q1 		– Sell
-120
Closed -$1K – 5136
2020
Q4 		$1K Buy
+120
New +$595 ﹤0.01% 4866
2020
Q1 		– Sell
-148
Closed -$1K – 4247
2019
Q4 		$1K Buy
+148
New +$1.04K ﹤0.01% 4806
2017
Q4 		– Sell
-69
Closed – – 4196
2017
Q3 		$0 Buy
+69
New +$289 ﹤0.01% 4193
2015
Q4 		– Sell
-2,255
Closed -$3K – 4256
2015
Q3 		$3K Buy
2,255
+1,987
+741% +$2.36K ﹤0.01% 3728
2015
Q2 		$0 Sell
268
-1,638
-86% -$2.83K ﹤0.01% 3960
2015
Q1 		$3K Sell
1,906
-2,207
-54% -$3.28K ﹤0.01% 3708
2014
Q4 		$7K Buy
4,113
+3,946
+2,363% +$7.42K ﹤0.01% 3629
2014
Q3 		$0 Sell
167
-1,199
-88% -$2.93K ﹤0.01% 4106
2014
Q2 		$3K Sell
1,366
-432
-24% -$1.1K ﹤0.01% 4364
2014
Q1 		$4K Buy
+1,798
New +$3.24K ﹤0.01% 3824

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

Bank of Montreal's AXIA Position: Q1 2026 in Review

Bank of Montreal increased its AXIA Energia (AXIA) stake by 3,194% in Q1 2026, buying an estimated $1.6M and bringing the position to 152,333 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Bank of Montreal first reported a position in AXIA in Q1 2014 and has held it in 18 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Bank of Montreal held 152,333 shares of AXIA Energia worth $1.72M as of Q1 2026.
  • Bank of Montreal bought 147,709 AXIA Energia shares in Q1 2026, an estimated $1.6M.
  • AXIA Energia made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1744 holding.
  • Bank of Montreal first reported a position in AXIA Energia in Q1 2014 and has held it in 18 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.