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 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%	-$9.69K	﹤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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

EverSource Wealth Advisors's AXIA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its AXIA Energia (AXIA) stake by 43% in Q2 2026, selling an estimated $22.1K and leaving 2,579 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

EverSource Wealth Advisors first reported a position in AXIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $51K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

EverSource Wealth Advisors held 2,579 shares of AXIA Energia worth $27.2K as of Q2 2026.
EverSource Wealth Advisors sold 1,945 AXIA Energia shares in Q2 2026, an estimated $22.1K.
AXIA Energia made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2215 holding.
EverSource Wealth Advisors first reported a position in AXIA Energia in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's AXIA Energia position peaked at $51K in Q1 2026.
67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.