DADC
AXIA

D.A. Davidson & Co’s AXIA Energia AXIA Stock Holding History

D.A. Davidson & Co’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 		$385K Buy
36,442
+8,818
+32% +$100K ﹤0.01% 1299
2026
Q1 		$312K Buy
+27,624
New +$299K ﹤0.01% 1336
2025
Q3 		– Sell
-17,048
Closed -$100K – 1550
2025
Q2 		$100K Buy
+17,048
New +$99.6K ﹤0.01% 1404

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

D.A. Davidson & Co's AXIA Position: Q2 2026 in Review

D.A. Davidson & Co increased its AXIA Energia (AXIA) stake by 32% in Q2 2026, buying an estimated $100K and bringing the position to 36,442 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

D.A. Davidson & Co first reported a position in AXIA in Q2 2025 and has held it in 3 quarters since. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • D.A. Davidson & Co held 36,442 shares of AXIA Energia worth $385K as of Q2 2026.
  • D.A. Davidson & Co bought 8,818 AXIA Energia shares in Q2 2026, an estimated $100K.
  • AXIA Energia made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1299 holding.
  • D.A. Davidson & Co first reported a position in AXIA Energia in Q2 2025 and has held it in 3 quarters since.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.