LPL Financial
AXIA

LPL Financial’s AXIA Energia AXIA Stock Holding History

LPL Financial’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 		$1.7M Sell
160,954
-7,844
-5% -$89.1K ﹤0.01% 3927
2026
Q1 		$1.9M Buy
168,798
+42,454
+34% +$459K ﹤0.01% 3560
2025
Q4 		$1.16M Buy
126,344
+11,505
+10% +$99.5K ﹤0.01% 3918
2025
Q3 		$902K Buy
114,839
+6,434
+6% +$40.5K ﹤0.01% 4095
2025
Q2 		$638K Buy
+108,405
New +$633K ﹤0.01% 4167

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
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
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

LPL Financial's AXIA Position: Q2 2026 in Review

LPL Financial reduced its AXIA Energia (AXIA) stake by 4.6% in Q2 2026, selling an estimated $89.1K and leaving 160,954 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3927.

LPL Financial first reported a position in AXIA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.9M in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • LPL Financial held 160,954 shares of AXIA Energia worth $1.7M as of Q2 2026.
  • LPL Financial sold 7,844 AXIA Energia shares in Q2 2026, an estimated $89.1K.
  • AXIA Energia made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3927 holding.
  • LPL Financial first reported a position in AXIA Energia in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's AXIA Energia position peaked at $1.9M in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.