GRP
AXIA

Global Retirement Partners’s AXIA Energia AXIA Stock Holding History

Global Retirement Partners’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
2025
Q4 		$51K Sell
5,569
-108,234
-95% -$936K ﹤0.01% 2342
2025
Q3 		$894K Buy
113,803
+109,037
+2,288% +$686K 0.02% 574
2025
Q2 		$28K Buy
+4,766
New +$27.8K ﹤0.01% 2095
2022
Q3 		– Sell
-37
Closed – – 2756
2022
Q2 		$0 Buy
+37
New +$250 ﹤0.01% 2726

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Global Retirement Partners's AXIA Position: Q4 2025 in Review

Global Retirement Partners reduced its AXIA Energia (AXIA) stake by 95% in Q4 2025, selling an estimated $936K and leaving 5,569 shares worth $51K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Global Retirement Partners first reported a position in AXIA in Q2 2022 and has held it in 4 quarters since. The position peaked at $894K in Q3 2025. 149 funds tracked by Wall St. Rank hold AXIA as of Q4 2025.

  • Global Retirement Partners held 5,569 shares of AXIA Energia worth $51K as of Q4 2025.
  • Global Retirement Partners sold 108,234 AXIA Energia shares in Q4 2025, an estimated $936K.
  • AXIA Energia made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2342 holding.
  • Global Retirement Partners first reported a position in AXIA Energia in Q2 2022 and has held it in 4 quarters since.
  • Global Retirement Partners's AXIA Energia position peaked at $894K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.