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
Q2 		$13K Hold
1,231
– – ﹤0.01% 1971
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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
NOSC
North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Pinnacle Wealth Planning Services's AXIA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its AXIA Energia (AXIA) position steady in Q2 2026 at 1,231 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Pinnacle Wealth Planning Services first reported a position in AXIA in Q4 2023 and has held it in 5 quarters since. The position peaked at $200K in Q4 2023. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,231 shares of AXIA Energia worth $13K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its AXIA Energia share count unchanged in Q2 2026.
  • AXIA Energia made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1971 holding.
  • Pinnacle Wealth Planning Services first reported a position in AXIA Energia in Q4 2023 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's AXIA Energia position peaked at $200K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.