Root Financial Partners’s AXIA Energia AXIA Stock Holding History

Root Financial Partners’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	–	Sell	-21	Closed	-$237	–	1188
2026 Q1	$237	Buy	+21	New	+$227	﹤0.01%	3110

Other funds holding AXIA

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Root Financial Partners's AXIA Position: Q2 2026 in Review

Root Financial Partners sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 21 shares — an estimated $237 sold.

Root Financial Partners first reported a position in AXIA in Q1 2026 and held it in 1 quarter. The position peaked at $237 in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

Root Financial Partners reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 21 AXIA Energia shares in Q2 2026, an estimated $237.
Root Financial Partners first reported a position in AXIA Energia in Q1 2026 and held it in 1 quarter.
Root Financial Partners's AXIA Energia position peaked at $237 in Q1 2026.
67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.