Financial Consulate
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
Q3 		– Sell
-219
Closed -$2.31K – 1917
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

Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Consulate's AXIA Position: Q3 2026 in Review

Financial Consulate sold out of AXIA Energia (AXIA) in Q3 2026, closing a stake of 219 shares — an estimated $2.31K sold.

Financial Consulate first reported a position in AXIA in Q4 2025 and held it in 3 quarters. The position peaked at $2.61K in Q1 2026. 19 funds tracked by Wall St. Rank hold AXIA as of Q3 2026.

  • Financial Consulate reported no remaining AXIA Energia position as of Q3 2026 after selling out during the quarter.
  • Financial Consulate sold 219 AXIA Energia shares in Q3 2026, an estimated $2.31K.
  • Financial Consulate first reported a position in AXIA Energia in Q4 2025 and held it in 3 quarters.
  • Financial Consulate's AXIA Energia position peaked at $2.61K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.