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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fundamenta Capital Montevideo $172M AUM

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

NOSC

North of South Capital London, United Kingdom $1.36B AUM 26.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SimplyRich's AXIA Position: Q2 2026 in Review

SimplyRich held its AXIA Energia (AXIA) position steady in Q2 2026 at 70,179 shares worth $741K. The position accounts for 0.17% of the portfolio, ranked #108.

SimplyRich first reported a position in AXIA in Q1 2020 and has held it in 22 quarters since. The position peaked at $791K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

SimplyRich held 70,179 shares of AXIA Energia worth $741K as of Q2 2026.
SimplyRich left its AXIA Energia share count unchanged in Q2 2026.
AXIA Energia made up 0.17% of SimplyRich's portfolio in Q2 2026, its #108 holding.
SimplyRich first reported a position in AXIA Energia in Q1 2020 and has held it in 22 quarters since.
SimplyRich's AXIA Energia position peaked at $791K in Q1 2026.
67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.