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 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Shelton Capital Management's AXIA Position: Q1 2026 in Review

Shelton Capital Management increased its AXIA Energia (AXIA) stake by 1.9% in Q1 2026, buying an estimated $5.57K and bringing the position to 28,062 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #494.

Shelton Capital Management first reported a position in AXIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $497K in Q4 2024. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

Shelton Capital Management held 28,062 shares of AXIA Energia worth $317K as of Q1 2026.
Shelton Capital Management bought 515 AXIA Energia shares in Q1 2026, an estimated $5.57K.
AXIA Energia made up 0.01% of Shelton Capital Management's portfolio in Q1 2026, its #494 holding.
Shelton Capital Management first reported a position in AXIA Energia in Q1 2024 and has held it in 9 quarters since.
Shelton Capital Management's AXIA Energia position peaked at $497K in Q4 2024.
186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.