Jones Financial Companies
AXIA

Jones Financial Companies’s AXIA Energia AXIA Stock Holding History

Jones Financial Companies’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 		$3.72K Buy
347
+287
+478% +$3.1K ﹤0.01% 3951
2025
Q4 		$550 Buy
+60
New +$519 ﹤0.01% 4142

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Jones Financial Companies's AXIA Position: Q1 2026 in Review

Jones Financial Companies increased its AXIA Energia (AXIA) stake by 478% in Q1 2026, buying an estimated $3.1K and bringing the position to 347 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

Jones Financial Companies first reported a position in AXIA in Q4 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Jones Financial Companies held 347 shares of AXIA Energia worth $3.72K as of Q1 2026.
  • Jones Financial Companies bought 287 AXIA Energia shares in Q1 2026, an estimated $3.1K.
  • AXIA Energia made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3951 holding.
  • Jones Financial Companies first reported a position in AXIA Energia in Q4 2025 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.