MWPCG
AXIA

Measured Wealth Private Client Group’s AXIA Energia AXIA Stock Holding History

Measured Wealth Private Client Group’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 		$281K Sell
26,646
-1,953
-7% -$22.2K 0.07% 158
2026
Q1 		$323K Buy
+28,599
New +$309K 0.09% 134

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

Measured Wealth Private Client Group's AXIA Position: Q2 2026 in Review

Measured Wealth Private Client Group reduced its AXIA Energia (AXIA) stake by 6.8% in Q2 2026, selling an estimated $22.2K and leaving 26,646 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #158.

Measured Wealth Private Client Group first reported a position in AXIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Measured Wealth Private Client Group held 26,646 shares of AXIA Energia worth $281K as of Q2 2026.
  • Measured Wealth Private Client Group sold 1,953 AXIA Energia shares in Q2 2026, an estimated $22.2K.
  • AXIA Energia made up 0.07% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #158 holding.
  • Measured Wealth Private Client Group first reported a position in AXIA Energia in Q1 2026 and has held it in 2 quarters since.
  • Measured Wealth Private Client Group's AXIA Energia position peaked at $323K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.