FC
AXIA

Financial Consulate’s AXIA Energia AXIA Stock Holding History

Financial Consulate’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 		$2.31K Sell
219
-12
-5% -$136 ﹤0.01% 993
2026
Q1 		$2.61K Buy
231
+183
+381% +$1.98K ﹤0.01% 928
2025
Q4 		$440 Buy
+48
New +$415 ﹤0.01% 1228

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

Financial Consulate's AXIA Position: Q2 2026 in Review

Financial Consulate reduced its AXIA Energia (AXIA) stake by 5.2% in Q2 2026, selling an estimated $136 and leaving 219 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Financial Consulate first reported a position in AXIA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.61K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Financial Consulate held 219 shares of AXIA Energia worth $2.31K as of Q2 2026.
  • Financial Consulate sold 12 AXIA Energia shares in Q2 2026, an estimated $136.
  • AXIA Energia made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #993 holding.
  • Financial Consulate first reported a position in AXIA Energia in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's AXIA Energia position peaked at $2.61K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.