EverSource Wealth Advisors’s AXIA Energia AXIA Stock Holding History

EverSource Wealth Advisors’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 Q3	–	Sell	-2,579	Closed	-$27.2K	–	4583
2026 Q2	$27.2K	Sell	2,579 -1,945	-43%	-$22.1K	﹤0.01%	2215
2026 Q1	$51K	Buy	4,524 +1,723	+62%	+$18.6K	﹤0.01%	1864
2025 Q4	$25.7K	Buy	2,801 +476	+20%	+$4.12K	﹤0.01%	2220
2025 Q3	$18.3K	Sell	2,325 -1,539	-40%	-$9.7K	﹤0.01%	2429
2025 Q2	$22.7K	Buy	3,864 +3,719	+2,565%	+$21.7K	﹤0.01%	2198
2025 Q1	$817	Buy	145 +77	+113%	+$392	﹤0.01%	3299
2024 Q4	$309	Sell	68 -48	-41%	-$240	﹤0.01%	3338
2024 Q3	$665	Buy	+116	New	+$661	﹤0.01%	2805
2024 Q2	–	Sell	-117	Closed	-$684	–	3084
2024 Q1	$684	Buy	+117	New	+$793	﹤0.01%	2657

Other funds holding AXIA

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

EverSource Wealth Advisors's AXIA Position: Q3 2026 in Review

EverSource Wealth Advisors sold out of AXIA Energia (AXIA) in Q3 2026, closing a stake of 2,579 shares — an estimated $27.2K sold.

EverSource Wealth Advisors first reported a position in AXIA in Q1 2024 and held it in 9 quarters. The position peaked at $51K in Q1 2026. 14 funds tracked by Wall St. Rank hold AXIA as of Q3 2026.

EverSource Wealth Advisors reported no remaining AXIA Energia position as of Q3 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 2,579 AXIA Energia shares in Q3 2026, an estimated $27.2K.
EverSource Wealth Advisors first reported a position in AXIA Energia in Q1 2024 and held it in 9 quarters.
EverSource Wealth Advisors's AXIA Energia position peaked at $51K in Q1 2026.
14 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.