BIA
AXIA

Bell Investment Advisors’s AXIA Energia AXIA Stock Holding History

Bell Investment Advisors’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
2025
Q3 		– Sell
-112
Closed -$662 – 1901
2025
Q2 		$662 Hold
112
– – ﹤0.01% 1697
2025
Q1 		$632 Hold
112
– – ﹤0.01% 1685
2024
Q4 		$510 Hold
112
– – ﹤0.01% 1761
2024
Q3 		$644 Hold
112
– – ﹤0.01% 1712
2024
Q2 		$573 Hold
112
– – ﹤0.01% 1759
2024
Q1 		$744 Hold
112
– – ﹤0.01% 1686
2023
Q4 		$768 Hold
112
– – ﹤0.01% 1664
2023
Q3 		$651 Hold
112
– – ﹤0.01% 1691
2023
Q2 		$737 Hold
112
– – ﹤0.01% 1671
2023
Q1 		$591 Hold
112
– – ﹤0.01% 1750
2022
Q4 		$706 Hold
112
– – ﹤0.01% 1680
2022
Q3 		$1K Hold
112
– – ﹤0.01% 1385
2022
Q2 		$1K Buy
+112
New +$756 ﹤0.01% 1410
2021
Q4 		$1K Hold
112
– – ﹤0.01% 1413
2021
Q3 		$1K Buy
+112
New +$680 ﹤0.01% 1352

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Bell Investment Advisors's AXIA Position: Q3 2025 in Review

Bell Investment Advisors sold out of AXIA Energia (AXIA) in Q3 2025, closing a stake of 112 shares — an estimated $662 sold.

Bell Investment Advisors first reported a position in AXIA in Q3 2021 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 135 funds tracked by Wall St. Rank hold AXIA as of Q3 2025.

  • Bell Investment Advisors reported no remaining AXIA Energia position as of Q3 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 112 AXIA Energia shares in Q3 2025, an estimated $662.
  • Bell Investment Advisors first reported a position in AXIA Energia in Q3 2021 and held it in 15 quarters.
  • Bell Investment Advisors's AXIA Energia position peaked at $1K in Q3 2022.
  • 135 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2025.

Based on Bell Investment Advisors's 13F filing for Q3 2025, filed 21 Nov 2025.