SWM
AXIA

Spire Wealth Management’s AXIA Energia AXIA Stock Holding History

Spire 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 		$3.56K Sell
337
-132
-28% -$1.5K ﹤0.01% 1888
2026
Q1 		$5.29K Hold
469
– – ﹤0.01% 1824
2025
Q4 		$4.3K Sell
469
-2,727
-85% -$23.6K ﹤0.01% 1948
2025
Q3 		$25.1K Buy
3,196
+2,496
+357% +$15.7K ﹤0.01% 1457
2025
Q2 		$4.12K Hold
700
– – ﹤0.01% 2008
2025
Q1 		$3.93K Hold
700
– – ﹤0.01% 2123
2024
Q4 		$3.17K Hold
700
– – ﹤0.01% 2148
2024
Q3 		$4K Hold
700
– – ﹤0.01% 1865
2024
Q2 		$3.56K Buy
700
+108
+18% +$618 ﹤0.01% 1901
2024
Q1 		$3.92K Buy
592
+318
+116% +$2.16K ﹤0.01% 1986
2023
Q4 		$1.84K Hold
274
– – ﹤0.01% 2158
2023
Q3 		$1.59K Hold
274
– – ﹤0.01% 2171
2023
Q2 		$1.79K Hold
274
– – ﹤0.01% 2219
2023
Q1 		$1.44K Buy
274
+107
+64% +$598 ﹤0.01% 2329
2022
Q4 		$1K Hold
167
– – ﹤0.01% 2166
2022
Q3 		$1K Sell
167
-107
-39% -$743 ﹤0.01% 2063
2022
Q2 		$2K Buy
274
+107
+64% +$722 ﹤0.01% 2348
2022
Q1 		$1K Sell
167
-107
-39% -$552 ﹤0.01% 2458
2021
Q4 		$1K Buy
+274
New +$1.38K ﹤0.01% 2856
2021
Q3 		– Sell
-167
Closed -$1K – 2582
2021
Q2 		$1K Sell
167
-107
-39% -$653 ﹤0.01% 2529
2021
Q1 		$1K Buy
+274
New +$1.27K ﹤0.01% 2925

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Spire Wealth Management reduced its AXIA Energia (AXIA) stake by 28% in Q2 2026, selling an estimated $1.5K and leaving 337 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Spire Wealth Management first reported a position in AXIA in Q1 2021 and has held it in 21 quarters since. The position peaked at $25.1K in Q3 2025. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Spire Wealth Management held 337 shares of AXIA Energia worth $3.56K as of Q2 2026.
  • Spire Wealth Management sold 132 AXIA Energia shares in Q2 2026, an estimated $1.5K.
  • AXIA Energia made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1888 holding.
  • Spire Wealth Management first reported a position in AXIA Energia in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's AXIA Energia position peaked at $25.1K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.