IFG
AXIA

Independent Financial Group’s AXIA Energia AXIA Stock Holding History

Independent Financial Group’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
Q2 		– Sell
-54,300
Closed -$305K – 1315
2025
Q1 		$305K Buy
+54,300
New +$276K 0.01% 928

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Independent Financial Group's AXIA Position: Q2 2025 in Review

Independent Financial Group sold out of AXIA Energia (AXIA) in Q2 2025, closing a stake of 54,300 shares — an estimated $305K sold.

Independent Financial Group first reported a position in AXIA in Q1 2025 and held it in 1 quarter. The position peaked at $305K in Q1 2025. 128 funds tracked by Wall St. Rank hold AXIA as of Q2 2025.

  • Independent Financial Group reported no remaining AXIA Energia position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 54,300 AXIA Energia shares in Q2 2025, an estimated $305K.
  • Independent Financial Group first reported a position in AXIA Energia in Q1 2025 and held it in 1 quarter.
  • Independent Financial Group's AXIA Energia position peaked at $305K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.