First Affirmative Financial Network’s AXIA Energia AXIA Stock Holding History

First Affirmative Financial Network’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	$472K	Buy	+41,825	New	+$452K	0.18%	140
2025 Q3	$505K	Buy	64,227 +2,161	+3%	+$13.6K	0.24%	106
2025 Q2	$365K	Buy	62,066 +4,366	+8%	+$25.5K	0.19%	144
2025 Q1	$324K	Buy	57,700 +8,072	+16%	+$41K	0.2%	144
2024 Q4	$225K	Buy	49,628 +14,114	+40%	+$70.5K	0.13%	216
2024 Q3	$203K	Buy	35,514 +10,491	+42%	+$59.8K	0.11%	254
2024 Q2	$127K	Buy	25,023 +6,396	+34%	+$36.6K	0.09%	239
2024 Q1	$123K	Buy	18,627 +1,399	+8%	+$9.49K	0.09%	233
2023 Q4	$118K	Buy	17,228 +2,498	+17%	+$15.3K	0.09%	223
2023 Q3	$85.3K	Buy	+14,730	New	+$87.5K	0.08%	201

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

First Affirmative Financial Network's AXIA Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in AXIA Energia (AXIA) in Q1 2026: 41,825 shares worth $472K. The stake represents 0.18% of the portfolio and ranks #140 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in AXIA as recently as Q3 2025.

First Affirmative Financial Network first reported a position in AXIA in Q3 2023 and has held it in 10 quarters since. The position peaked at $505K in Q3 2025. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

First Affirmative Financial Network held 41,825 shares of AXIA Energia worth $472K as of Q1 2026.
AXIA Energia was a new First Affirmative Financial Network position in Q1 2026.
AXIA Energia made up 0.18% of First Affirmative Financial Network's portfolio in Q1 2026, its #140 holding.
First Affirmative Financial Network first reported a position in AXIA Energia in Q3 2023 and has held it in 10 quarters since.
First Affirmative Financial Network's AXIA Energia position peaked at $505K in Q3 2025.
186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.