Cerity Partners
AXIA

Cerity Partners’s AXIA Energia AXIA Stock Holding History

Cerity Partners’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
Q2 		– Sell
-23,979
Closed -$135K – 2666
2025
Q1 		$135K Buy
+23,979
New +$122K ﹤0.01% 2283
2024
Q2 		– Sell
-32,747
Closed -$217K – 2281
2024
Q1 		$217K Buy
32,747
+13,638
+71% +$92.5K ﹤0.01% 2069
2023
Q4 		$130K Buy
19,109
+5,671
+42% +$34.8K ﹤0.01% 1764
2023
Q3 		$77.8K Buy
+13,438
New +$79.9K ﹤0.01% 1343

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
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 $6.19B AUM 16.5% 1-Year Est. Return

Cerity Partners's AXIA Position: Q2 2025 in Review

Cerity Partners sold out of AXIA Energia (AXIA) in Q2 2025, closing a stake of 23,979 shares — an estimated $135K sold.

Cerity Partners first reported a position in AXIA in Q3 2023 and held it in 4 quarters. The position peaked at $217K in Q1 2024. 128 funds tracked by Wall St. Rank hold AXIA as of Q2 2025.

  • Cerity Partners reported no remaining AXIA Energia position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 23,979 AXIA Energia shares in Q2 2025, an estimated $135K.
  • Cerity Partners first reported a position in AXIA Energia in Q3 2023 and held it in 4 quarters.
  • Cerity Partners's AXIA Energia position peaked at $217K in Q1 2024.
  • 128 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.