NewSquare Capital’s AXIA Energia AXIA Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-259	Closed	-$1.52K	–	474
2025 Q2	$1.52K	Buy	259 +46	+22%	+$269	﹤0.01%	1005
2025 Q1	$1.2K	Hold	213	–	–	﹤0.01%	909
2024 Q4	$967	Buy	+213	New	+$1.06K	﹤0.01%	666

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

NewSquare Capital's AXIA Position: Q3 2025 in Review

NewSquare Capital sold out of AXIA Energia (AXIA) in Q3 2025, closing a stake of 259 shares — an estimated $1.52K sold.

NewSquare Capital first reported a position in AXIA in Q4 2024 and held it in 3 quarters. The position peaked at $1.52K in Q2 2025. 135 funds tracked by Wall St. Rank hold AXIA as of Q3 2025.

NewSquare Capital reported no remaining AXIA Energia position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 259 AXIA Energia shares in Q3 2025, an estimated $1.52K.
NewSquare Capital first reported a position in AXIA Energia in Q4 2024 and held it in 3 quarters.
NewSquare Capital's AXIA Energia position peaked at $1.52K in Q2 2025.
135 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.