Marshall Wace’s AXIA Energia AXIA Stock Holding History

Marshall Wace’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	$6.3M	Sell	558,410 -489,272	-47%	-$5.29M	0.01%	1190
2025 Q4	$9.6M	Buy	1,047,682 +472,798	+82%	+$4.09M	0.01%	890
2025 Q3	$4.52M	Buy	+574,884	New	+$3.62M	﹤0.01%	1223
2025 Q2	–	Sell	-542,234	Closed	-$3.05M	–	2818
2025 Q1	$3.05M	Sell	542,234 -180,829	-25%	-$920K	﹤0.01%	1280
2024 Q4	$3.28M	Buy	+723,063	New	+$3.61M	﹤0.01%	1252
2022 Q4	–	Sell	-312,453	Closed	-$1.99M	–	3042
2022 Q3	$1.99M	Buy	+312,453	New	+$2.17M	﹤0.01%	2021
2019 Q1	–	Sell	-58	Closed	–	–	1798
2018 Q4	$0	Buy	+58	New	+$276	﹤0.01%	1631

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Marshall Wace's AXIA Position: Q1 2026 in Review

Marshall Wace reduced its AXIA Energia (AXIA) stake by 47% in Q1 2026, selling an estimated $5.29M and leaving 558,410 shares worth $6.3M. The position accounts for 0.01% of the portfolio, ranked #1190.

Marshall Wace first reported a position in AXIA in Q4 2018 and has held it in 7 quarters since. The position peaked at $9.6M in Q4 2025. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

Marshall Wace held 558,410 shares of AXIA Energia worth $6.3M as of Q1 2026.
Marshall Wace sold 489,272 AXIA Energia shares in Q1 2026, an estimated $5.29M.
AXIA Energia made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #1190 holding.
Marshall Wace first reported a position in AXIA Energia in Q4 2018 and has held it in 7 quarters since.
Marshall Wace's AXIA Energia position peaked at $9.6M in Q4 2025.
186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.