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
2026
Q2 		$71.7K Buy
+6,793
New +$77.2K ﹤0.01% 2285
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 $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

Global Retirement Partners's AXIA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AXIA Energia (AXIA) in Q2 2026: 6,793 shares worth $71.7K. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in AXIA as recently as Q4 2025.

Global Retirement Partners first reported a position in AXIA in Q2 2022 and has held it in 5 quarters since. The position peaked at $894K in Q3 2025. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Global Retirement Partners held 6,793 shares of AXIA Energia worth $71.7K as of Q2 2026.
  • AXIA Energia was a new Global Retirement Partners position in Q2 2026.
  • AXIA Energia made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2285 holding.
  • Global Retirement Partners first reported a position in AXIA Energia in Q2 2022 and has held it in 5 quarters since.
  • Global Retirement Partners's AXIA Energia position peaked at $894K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.