DWM
AXIA

Drive Wealth Management’s AXIA Energia AXIA Stock Holding History

Drive Wealth Management’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 		– Sell
-11,194
Closed -$126K – 469
2026
Q1 		$126K Buy
+11,194
New +$121K 0.03% 364
2025
Q3 		– Sell
-12,683
Closed -$74.6K – 377
2025
Q2 		$74.6K Buy
+12,683
New +$74.1K 0.02% 341

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

Drive Wealth Management's AXIA Position: Q2 2026 in Review

Drive Wealth Management sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 11,194 shares — an estimated $126K sold.

Drive Wealth Management first reported a position in AXIA in Q2 2025 and held it in 2 quarters. The position peaked at $126K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Drive Wealth Management reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
  • Drive Wealth Management sold 11,194 AXIA Energia shares in Q2 2026, an estimated $126K.
  • Drive Wealth Management first reported a position in AXIA Energia in Q2 2025 and held it in 2 quarters.
  • Drive Wealth Management's AXIA Energia position peaked at $126K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.