SWM
AXIA

SHP Wealth Management’s AXIA Energia AXIA Stock Holding History

SHP Wealth 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 		$914 Buy
+81
New +$876 ﹤0.01% 1474

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

SHP Wealth Management's AXIA Position: Q1 2026 in Review

SHP Wealth Management opened a new position in AXIA Energia (AXIA) in Q1 2026: 81 shares worth $914. The stake represents ﹤0.01% of the portfolio and ranks #1474 among its holdings.

186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • SHP Wealth Management held 81 shares of AXIA Energia worth $914 as of Q1 2026.
  • AXIA Energia was a new SHP Wealth Management position in Q1 2026.
  • AXIA Energia made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1474 holding.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.