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
Q2 		$855 Hold
81
– – ﹤0.01% 1641
2026
Q1 		$914 Buy
+81
New +$876 ﹤0.01% 1474

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
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

SHP Wealth Management's AXIA Position: Q2 2026 in Review

SHP Wealth Management held its AXIA Energia (AXIA) position steady in Q2 2026 at 81 shares worth $855. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

SHP Wealth Management first reported a position in AXIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $914 in Q1 2026. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • SHP Wealth Management held 81 shares of AXIA Energia worth $855 as of Q2 2026.
  • SHP Wealth Management left its AXIA Energia share count unchanged in Q2 2026.
  • AXIA Energia made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1641 holding.
  • SHP Wealth Management first reported a position in AXIA Energia in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's AXIA Energia position peaked at $914 in Q1 2026.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.