Shelton Capital Management’s AXIA Energia AXIA Stock Holding History

Shelton Capital Management’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	$306K	Buy	28,988 +926	+3%	+$10.5K	0.01%	533
2026 Q1	$317K	Buy	28,062 +515	+2%	+$5.57K	0.01%	494
2025 Q4	$252K	Sell	27,547 -1,315	-5%	-$11.4K	0.01%	564
2025 Q3	$227K	Sell	28,862 -41,146	-59%	-$259K	﹤0.01%	629
2025 Q2	$412K	Sell	70,008 -290	-0.4%	-$1.69K	0.01%	395
2025 Q1	$395K	Sell	70,298 -39,516	-36%	-$201K	0.01%	381
2024 Q4	$497K	Buy	109,814 +79,380	+261%	+$397K	0.01%	351
2024 Q3	$174K	Sell	30,434 -279	-0.9%	-$1.59K	﹤0.01%	724
2024 Q2	$156K	Sell	30,713 -1,223	-4%	-$7K	﹤0.01%	698
2024 Q1	$211K	Buy	+31,936	New	+$217K	0.01%	699

Other funds holding AXIA

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return

RAM

Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Shelton Capital Management's AXIA Position: Q2 2026 in Review

Shelton Capital Management increased its AXIA Energia (AXIA) stake by 3.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 28,988 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #533.

Shelton Capital Management first reported a position in AXIA in Q1 2024 and has held it in 10 quarters since. The position peaked at $497K in Q4 2024. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

Shelton Capital Management held 28,988 shares of AXIA Energia worth $306K as of Q2 2026.
Shelton Capital Management bought 926 AXIA Energia shares in Q2 2026, an estimated $10.5K.
AXIA Energia made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #533 holding.
Shelton Capital Management first reported a position in AXIA Energia in Q1 2024 and has held it in 10 quarters since.
Shelton Capital Management's AXIA Energia position peaked at $497K in Q4 2024.
181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.