Mackenzie Financial
AXIA

Mackenzie Financial’s AXIA Energia AXIA Stock Holding History

Mackenzie 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 		$3.27M Sell
309,631
-67,321
-18% -$765K ﹤0.01% 933
2026
Q1 		$4.25M Buy
376,952
+153,535
+69% +$1.66M 0.01% 712
2025
Q4 		$2.04M Buy
223,417
+84,283
+61% +$729K ﹤0.01% 863
2025
Q3 		$1.09M Buy
139,134
+120,087
+630% +$756K ﹤0.01% 1040
2025
Q2 		$112K Buy
19,047
+2,490
+15% +$14.5K ﹤0.01% 1609
2025
Q1 		$93.1K Sell
16,557
-164
-1% -$834 ﹤0.01% 1590
2024
Q4 		$75.7K Buy
16,721
+1,818
+12% +$9.08K ﹤0.01% 1648
2024
Q3 		$85.3K Buy
14,903
+1,913
+15% +$10.9K ﹤0.01% 1500
2024
Q2 		$66.1K Sell
12,990
-301,806
-96% -$1.73M ﹤0.01% 1472
2024
Q1 		$2.08M Sell
314,796
-154,049
-33% -$1.04M ﹤0.01% 737
2023
Q4 		$3.2M Buy
468,845
+115,142
+33% +$706K ﹤0.01% 640
2023
Q3 		$1.91M Buy
353,703
+92,104
+35% +$547K ﹤0.01% 723
2023
Q2 		$1.72M Buy
261,599
+5,617
+2% +$32.2K ﹤0.01% 753
2023
Q1 		$1.34M Buy
255,982
+153,085
+149% +$856K ﹤0.01% 804
2022
Q4 		$646K Buy
+102,897
New +$699K ﹤0.01% 853
2022
Q2 		– Sell
-816,444
Closed -$5.11M – 1487
2022
Q1 		$5.11M Buy
+816,444
New +$4.21M 0.01% 573
2018
Q1 		– Sell
-13,639
Closed -$62K – 932
2017
Q4 		$62K Buy
+13,639
New +$66.8K ﹤0.01% 813

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mackenzie Financial's AXIA Position: Q2 2026 in Review

Mackenzie Financial reduced its AXIA Energia (AXIA) stake by 18% in Q2 2026, selling an estimated $765K and leaving 309,631 shares worth $3.27M. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Mackenzie Financial first reported a position in AXIA in Q4 2017 and has held it in 17 quarters since. The position peaked at $5.11M in Q1 2022. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Mackenzie Financial held 309,631 shares of AXIA Energia worth $3.27M as of Q2 2026.
  • Mackenzie Financial sold 67,321 AXIA Energia shares in Q2 2026, an estimated $765K.
  • AXIA Energia made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #933 holding.
  • Mackenzie Financial first reported a position in AXIA Energia in Q4 2017 and has held it in 17 quarters since.
  • Mackenzie Financial's AXIA Energia position peaked at $5.11M in Q1 2022.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

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