BTI
AXIA

Blue Trust Inc’s AXIA Energia AXIA Stock Holding History

Blue Trust Inc’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 		$378K Buy
35,763
+710
+2% +$8.07K ﹤0.01% 566
2026
Q1 		$395K Buy
35,053
+24,681
+238% +$267K ﹤0.01% 551
2025
Q4 		$95K Sell
10,372
-3,504
-25% -$30.3K ﹤0.01% 1089
2025
Q3 		$109K Buy
13,876
+9,263
+201% +$58.3K ﹤0.01% 1035
2025
Q2 		$27.1K Buy
4,613
+159
+4% +$929 ﹤0.01% 1600
2025
Q1 		$25K Buy
4,454
+86
+2% +$437 ﹤0.01% 1588
2024
Q4 		$19.8K Sell
4,368
-13,866
-76% -$69.3K ﹤0.01% 1599
2024
Q3 		$92.8K Buy
18,234
+10,975
+151% +$62.5K ﹤0.01% 1262
2024
Q2 		$48K Buy
7,259
+5,076
+233% +$29.1K ﹤0.01% 1269
2024
Q1 		$14.4K Sell
2,183
-2,354
-52% -$16K ﹤0.01% 1345
2023
Q4 		$26K Sell
4,537
-1,186
-21% -$7.28K ﹤0.01% 1186
2023
Q3 		$38K Buy
5,723
+766
+15% +$4.55K ﹤0.01% 941
2023
Q2 		$26K Sell
4,957
-4,910
-50% -$28.1K ﹤0.01% 946
2023
Q1 		$62K Buy
9,867
+2,482
+34% +$13.9K ﹤0.01% 944
2022
Q4 		$47K Buy
7,385
+3,906
+112% +$26.5K ﹤0.01% 944
2022
Q3 		$25K Buy
3,479
+2,145
+161% +$14.9K ﹤0.01% 1001
2022
Q2 		$8K Buy
+1,334
New +$9K ﹤0.01% 1272

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

Blue Trust Inc's AXIA Position: Q2 2026 in Review

Blue Trust Inc increased its AXIA Energia (AXIA) stake by 2% in Q2 2026, buying an estimated $8.07K and bringing the position to 35,763 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Blue Trust Inc first reported a position in AXIA in Q2 2022 and has held it in 17 quarters since. The position peaked at $395K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Blue Trust Inc held 35,763 shares of AXIA Energia worth $378K as of Q2 2026.
  • Blue Trust Inc bought 710 AXIA Energia shares in Q2 2026, an estimated $8.07K.
  • AXIA Energia made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #566 holding.
  • Blue Trust Inc first reported a position in AXIA Energia in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's AXIA Energia position peaked at $395K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.