CG
AXIA

Caprock Group’s AXIA Energia AXIA Stock Holding History

Caprock 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 		$131K Sell
12,396
-2,903
-19% -$33K ﹤0.01% 1197
2026
Q1 		$173K Buy
15,299
+3,673
+32% +$39.7K ﹤0.01% 1059
2025
Q4 		$106K Buy
+11,626
New +$101K ﹤0.01% 1154

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

Caprock Group's AXIA Position: Q2 2026 in Review

Caprock Group reduced its AXIA Energia (AXIA) stake by 19% in Q2 2026, selling an estimated $33K and leaving 12,396 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Caprock Group first reported a position in AXIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $173K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Caprock Group held 12,396 shares of AXIA Energia worth $131K as of Q2 2026.
  • Caprock Group sold 2,903 AXIA Energia shares in Q2 2026, an estimated $33K.
  • AXIA Energia made up ﹤0.01% of Caprock Group's portfolio in Q2 2026, its #1197 holding.
  • Caprock Group first reported a position in AXIA Energia in Q4 2025 and has held it in 3 quarters since.
  • Caprock Group's AXIA Energia position peaked at $173K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.