PS
AXIA

Principal Securities’s AXIA Energia AXIA Stock Holding History

Principal Securities’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
Q4 		– Sell
-122
Closed -$962 – 1930
2025
Q3 		$962 Buy
+122
New +$768 ﹤0.01% 3415
2025
Q2 		– Sell
-33
Closed -$149 – 3744
2025
Q1 		$149 Hold
33
– – ﹤0.01% 3489
2024
Q4 		$149 Sell
33
-40
-55% -$200 ﹤0.01% 3484
2024
Q3 		$419 Buy
73
+40
+121% +$228 ﹤0.01% 3301
2024
Q2 		$167 Hold
33
– – ﹤0.01% 3322
2024
Q1 		$217 Hold
33
– – ﹤0.01% 3238
2023
Q4 		$224 Buy
+33
New +$202 ﹤0.01% 3141

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Principal Securities's AXIA Position: Q4 2025 in Review

Principal Securities sold out of AXIA Energia (AXIA) in Q4 2025, closing a stake of 122 shares — an estimated $962 sold.

Principal Securities first reported a position in AXIA in Q4 2023 and held it in 7 quarters. The position peaked at $962 in Q3 2025. 149 funds tracked by Wall St. Rank hold AXIA as of Q4 2025.

  • Principal Securities reported no remaining AXIA Energia position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 122 AXIA Energia shares in Q4 2025, an estimated $962.
  • Principal Securities first reported a position in AXIA Energia in Q4 2023 and held it in 7 quarters.
  • Principal Securities's AXIA Energia position peaked at $962 in Q3 2025.
  • 149 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.