Corient Private Wealth
AXIA

Corient Private Wealth’s AXIA Energia AXIA Stock Holding History

Corient Private Wealth’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 		$742K Sell
66,064
-56,162
-46% -$607K ﹤0.01% 1816
2025
Q4 		$1.12M Buy
122,226
+45,155
+59% +$391K ﹤0.01% 1823
2025
Q3 		$605K Buy
77,071
+1,791
+2% +$11.3K ﹤0.01% 1694
2025
Q2 		$443K Buy
75,280
+444
+0.6% +$2.59K ﹤0.01% 1770
2025
Q1 		$421K Sell
74,836
-1,648
-2% -$8.38K ﹤0.01% 1682
2024
Q4 		$347K Buy
76,484
+50,822
+198% +$254K ﹤0.01% 1819
2024
Q3 		$147K Sell
25,662
-2,162
-8% -$12.3K ﹤0.01% 2271
2024
Q2 		$142K Sell
27,824
-2,453
-8% -$14K ﹤0.01% 2170
2024
Q1 		$200K Buy
30,277
+123
+0.4% +$834 ﹤0.01% 2105
2023
Q4 		$206K Buy
30,154
+576
+2% +$3.53K ﹤0.01% 2064
2023
Q3 		$179K Buy
29,578
+1,926
+7% +$11.4K ﹤0.01% 1945
2023
Q2 		$182K Buy
27,652
+9,383
+51% +$53.8K ﹤0.01% 1893
2023
Q1 		$95.9K Buy
+18,269
New +$102K ﹤0.01% 1889

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

Corient Private Wealth's AXIA Position: Q1 2026 in Review

Corient Private Wealth reduced its AXIA Energia (AXIA) stake by 46% in Q1 2026, selling an estimated $607K and leaving 66,064 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Corient Private Wealth first reported a position in AXIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q4 2025. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Corient Private Wealth held 66,064 shares of AXIA Energia worth $742K as of Q1 2026.
  • Corient Private Wealth sold 56,162 AXIA Energia shares in Q1 2026, an estimated $607K.
  • AXIA Energia made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1816 holding.
  • Corient Private Wealth first reported a position in AXIA Energia in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's AXIA Energia position peaked at $1.12M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.