JO
AXIA

John Overdeck’s AXIA Energia AXIA Stock Holding History

John Overdeck’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 		$7.78M Sell
736,552
-335,974
-31% -$3.82M 0.01% 1722
2026
Q1 		$12.1M Buy
1,072,526
+891,324
+492% +$9.64M 0.01% 1275
2025
Q4 		$1.66M Sell
181,202
-62,273
-26% -$539K ﹤0.01% 2579
2025
Q3 		$1.91M Sell
243,475
-95,147
-28% -$599K ﹤0.01% 2159
2025
Q2 		$1.99M Sell
338,622
-14,720
-4% -$86K ﹤0.01% 1834
2025
Q1 		$1.99M Sell
353,342
-46,195
-12% -$235K ﹤0.01% 1745
2024
Q4 		$1.81M Buy
399,537
+278,810
+231% +$1.39M ﹤0.01% 1788
2024
Q3 		$691K Buy
120,727
+33,970
+39% +$193K ﹤0.01% 2313
2024
Q2 		$442K Sell
86,757
-29,045
-25% -$166K ﹤0.01% 2421
2024
Q1 		$766K Sell
115,802
-32,581
-22% -$221K ﹤0.01% 2120
2023
Q4 		$1.01M Buy
148,383
+40,158
+37% +$246K ﹤0.01% 2066
2023
Q3 		$626K Buy
108,225
+17,932
+20% +$107K ﹤0.01% 2181
2023
Q2 		$591K Buy
90,293
+8,966
+11% +$51.4K ﹤0.01% 2256
2023
Q1 		$427K Buy
+81,327
New +$455K ﹤0.01% 2279
2022
Q1 		– Sell
-14,309
Closed -$69K – 3126
2021
Q4 		$69K Sell
14,309
-86,718
-86% -$435K ﹤0.01% 4116
2021
Q3 		$568K Buy
101,027
+65,289
+183% +$396K ﹤0.01% 3136
2021
Q2 		$245K Buy
+35,738
New +$218K ﹤0.01% 3644
2014
Q3 		– Sell
-24,502
Closed -$57K – 1811
2014
Q2 		$57K Buy
+24,502
New +$62.3K ﹤0.01% 2083
2014
Q1 		– Sell
-20,386
Closed -$42K – 2049
2013
Q4 		$42K Buy
+20,386
New +$45.6K ﹤0.01% 2126

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

John Overdeck's AXIA Position: Q2 2026 in Review

John Overdeck reduced its AXIA Energia (AXIA) stake by 31% in Q2 2026, selling an estimated $3.82M and leaving 736,552 shares worth $7.78M. The position accounts for 0.01% of the portfolio, ranked #1722.

John Overdeck first reported a position in AXIA in Q4 2013 and has held it in 19 quarters since. The position peaked at $12.1M in Q1 2026. 180 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • John Overdeck held 736,552 shares of AXIA Energia worth $7.78M as of Q2 2026.
  • John Overdeck sold 335,974 AXIA Energia shares in Q2 2026, an estimated $3.82M.
  • AXIA Energia made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1722 holding.
  • John Overdeck first reported a position in AXIA Energia in Q4 2013 and has held it in 19 quarters since.
  • John Overdeck's AXIA Energia position peaked at $12.1M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.