SimplyRich’s AXIA Energia AXIA Stock Holding History

SimplyRich’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	-70,179	Closed	-$741K	–	224
2026 Q2	$741K	Hold	70,179	–	–	0.17%	108
2026 Q1	$791K	Hold	70,179	–	–	0.2%	94
2025 Q4	$642K	Sell	70,179 -18,446	-21%	-$160K	0.17%	113
2025 Q3	$696K	Hold	88,625	–	–	0.19%	110
2025 Q2	$521K	Sell	88,625 -3,353	-4%	-$19.6K	0.15%	138
2025 Q1	$517K	Hold	91,978	–	–	0.15%	135
2024 Q4	$416K	Hold	91,978	–	–	0.12%	150
2024 Q3	$526K	Hold	91,978	–	–	0.15%	129
2024 Q2	$468K	Hold	91,978	–	–	0.15%	117
2024 Q1	$609K	Hold	91,978	–	–	0.2%	102
2023 Q4	$628K	Sell	91,978 -7,936	-8%	-$48.7K	0.22%	99
2023 Q3	$578K	Hold	99,914	–	–	0.28%	88
2023 Q2	$654K	Hold	99,914	–	–	0.23%	99
2023 Q1	$524K	Hold	99,914	–	–	0.2%	106
2022 Q4	$627K	Hold	99,914	–	–	0.25%	98
2022 Q3	$635K	Hold	99,914	–	–	0.29%	89
2022 Q2	$701K	Hold	99,914	–	–	0.29%	86
2022 Q1	$625K	Sell	99,914 -2,896	-3%	-$14.9K	0.22%	99
2021 Q4	$496K	Hold	102,810	–	–	0.16%	118
2021 Q3	$578K	Hold	102,810	–	–	0.21%	106
2021 Q2	$704K	Buy	+102,810	New	+$627K	0.32%	86
2020 Q2	–	Sell	-16,155	Closed	-$59K	–	139
2020 Q1	$59K	Buy	+16,155	New	+$97.9K	0.04%	122

Other funds holding AXIA

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Piedmont Capital Management (North Carolina) Greensboro, North Carolina $168M AUM 22.46% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

SimplyRich's AXIA Position: Q3 2026 in Review

SimplyRich sold out of AXIA Energia (AXIA) in Q3 2026, closing a stake of 70,179 shares — an estimated $741K sold.

SimplyRich first reported a position in AXIA in Q1 2020 and held it in 22 quarters. The position peaked at $791K in Q1 2026. 16 funds tracked by Wall St. Rank hold AXIA as of Q3 2026.

SimplyRich reported no remaining AXIA Energia position as of Q3 2026 after selling out during the quarter.
SimplyRich sold 70,179 AXIA Energia shares in Q3 2026, an estimated $741K.
SimplyRich first reported a position in AXIA Energia in Q1 2020 and held it in 22 quarters.
SimplyRich's AXIA Energia position peaked at $791K in Q1 2026.
16 funds tracked by Wall St. Rank held AXIA Energia as of Q3 2026.

Based on SimplyRich's 13F filing for Q3 2026, filed 6 Nov 2026.