Key Financial Inc’s AXIA Energia AXIA Stock Holding History

Key Financial Inc’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	$10.7K	Hold	1,010	–	–	﹤0.01%	855
2026 Q1	$11.4K	Hold	1,010	–	–	﹤0.01%	858
2025 Q4	$9.25K	Sell	1,010 -265	-21%	-$2.29K	﹤0.01%	904
2025 Q3	$10K	Hold	1,275	–	–	﹤0.01%	879
2025 Q2	$7.5K	Hold	1,275	–	–	﹤0.01%	931
2025 Q1	$7.17K	Hold	1,275	–	–	﹤0.01%	901
2024 Q4	$5.78K	Hold	1,275	–	–	﹤0.01%	951
2024 Q3	$7.3K	Hold	1,275	–	–	﹤0.01%	873
2024 Q2	$6.49K	Hold	1,275	–	–	﹤0.01%	888
2024 Q1	$8.43K	Hold	1,275	–	–	﹤0.01%	804
2023 Q4	$8.71K	Hold	1,275	–	–	﹤0.01%	777
2023 Q3	$7.38K	Hold	1,275	–	–	﹤0.01%	800
2023 Q2	$8.35K	Buy	+1,275	New	+$7.3K	﹤0.01%	779

Other funds holding AXIA

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Key Financial Inc's AXIA Position: Q2 2026 in Review

Key Financial Inc held its AXIA Energia (AXIA) position steady in Q2 2026 at 1,010 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Key Financial Inc first reported a position in AXIA in Q2 2023 and has held it in 13 quarters since. The position peaked at $11.4K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

Key Financial Inc held 1,010 shares of AXIA Energia worth $10.7K as of Q2 2026.
Key Financial Inc left its AXIA Energia share count unchanged in Q2 2026.
AXIA Energia made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #855 holding.
Key Financial Inc first reported a position in AXIA Energia in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's AXIA Energia position peaked at $11.4K in Q1 2026.
67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.