PWPS
AXIA

Pinnacle Wealth Planning Services’s AXIA Energia AXIA Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.9K Hold
1,231
– – ﹤0.01% 1874
2025
Q4 		$11.3K Buy
+1,231
New +$10.6K ﹤0.01% 1967
2024
Q2 		– Sell
-29,326
Closed -$194K – 523
2024
Q1 		$194K Hold
29,326
– – 0.03% 437
2023
Q4 		$200K Buy
+29,326
New +$180K 0.03% 415

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Pinnacle Wealth Planning Services's AXIA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its AXIA Energia (AXIA) position steady in Q1 2026 at 1,231 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Pinnacle Wealth Planning Services first reported a position in AXIA in Q4 2023 and has held it in 4 quarters since. The position peaked at $200K in Q4 2023. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,231 shares of AXIA Energia worth $13.9K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its AXIA Energia share count unchanged in Q1 2026.
  • AXIA Energia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1874 holding.
  • Pinnacle Wealth Planning Services first reported a position in AXIA Energia in Q4 2023 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's AXIA Energia position peaked at $200K in Q4 2023.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.