Sierra Ocean’s AXIA Energia AXIA Stock Holding History

Sierra Ocean’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
2025 Q3	–	Sell	-686	Closed	-$4.03K	–	310
2025 Q2	$4.03K	Buy	686 +50	+8%	+$292	﹤0.01%	619
2025 Q1	$3.58K	Buy	636 +250	+65%	+$1.27K	﹤0.01%	652
2024 Q4	$1.75K	Buy	+386	New	+$1.93K	﹤0.01%	802

Other funds holding AXIA

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Sierra Ocean's AXIA Position: Q3 2025 in Review

Sierra Ocean sold out of AXIA Energia (AXIA) in Q3 2025, closing a stake of 686 shares — an estimated $4.03K sold.

Sierra Ocean first reported a position in AXIA in Q4 2024 and held it in 3 quarters. The position peaked at $4.03K in Q2 2025. 135 funds tracked by Wall St. Rank hold AXIA as of Q3 2025.

Sierra Ocean reported no remaining AXIA Energia position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 686 AXIA Energia shares in Q3 2025, an estimated $4.03K.
Sierra Ocean first reported a position in AXIA Energia in Q4 2024 and held it in 3 quarters.
Sierra Ocean's AXIA Energia position peaked at $4.03K in Q2 2025.
135 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.