Sigma Planning Corp
AXIA

Sigma Planning Corp’s AXIA Energia AXIA Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-100,472
Closed -$1.06M – 1367
2026
Q2 		$1.06M Buy
+100,472
New +$1.14M 0.03% 576
2022
Q3 		– Sell
-14,321
Closed -$101K – 1281
2022
Q2 		$101K Buy
+14,321
New +$96.6K ﹤0.01% 1218

Other funds holding AXIA

Ramirez Asset Management
Ramirez Asset Management New York $974M AUM 24.32% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $32.8B AUM 18.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Sigma Planning Corp's AXIA Position: Q3 2026 in Review

Sigma Planning Corp sold out of AXIA Energia (AXIA) in Q3 2026, closing a stake of 100,472 shares — an estimated $1.06M sold.

Sigma Planning Corp first reported a position in AXIA in Q2 2022 and held it in 2 quarters. The position peaked at $1.06M in Q2 2026. 23 funds tracked by Wall St. Rank hold AXIA as of Q3 2026.

  • Sigma Planning Corp reported no remaining AXIA Energia position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 100,472 AXIA Energia shares in Q3 2026, an estimated $1.06M.
  • Sigma Planning Corp first reported a position in AXIA Energia in Q2 2022 and held it in 2 quarters.
  • Sigma Planning Corp's AXIA Energia position peaked at $1.06M in Q2 2026.
  • 23 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.