ERIC
AXIA

Eagle Rock Investment Company’s AXIA Energia AXIA Stock Holding History

Eagle Rock Investment Company’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 		– Sell
-18,610
Closed -$170K – 160
2025
Q4 		$170K Buy
+18,610
New +$161K 0.02% 161

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
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

Eagle Rock Investment Company's AXIA Position: Q1 2026 in Review

Eagle Rock Investment Company sold out of AXIA Energia (AXIA) in Q1 2026, closing a stake of 18,610 shares — an estimated $170K sold.

Eagle Rock Investment Company first reported a position in AXIA in Q4 2025 and held it in 1 quarter. The position peaked at $170K in Q4 2025. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Eagle Rock Investment Company reported no remaining AXIA Energia position as of Q1 2026 after selling out during the quarter.
  • Eagle Rock Investment Company sold 18,610 AXIA Energia shares in Q1 2026, an estimated $170K.
  • Eagle Rock Investment Company first reported a position in AXIA Energia in Q4 2025 and held it in 1 quarter.
  • Eagle Rock Investment Company's AXIA Energia position peaked at $170K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Eagle Rock Investment Company's 13F filing for Q1 2026, filed 9 Apr 2026.