Spire Wealth Management’s AXIA Energia American Depositary Shares Preferred Class B1 AXIA.PR Stock Holding History

Spire Wealth Management’s Portfolio AXIA.PR Stock Details AXIA.PR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-289	Closed	-$2.37K	–	2352
2025 Q3	$2.37K	Hold	289	–	–	﹤0.01%	2125
2025 Q2	$1.89K	Hold	289	–	–	﹤0.01%	2184
2025 Q1	$1.78K	Hold	289	–	–	﹤0.01%	2294
2024 Q4	$1.46K	Hold	289	–	–	﹤0.01%	2309
2024 Q3	$1.81K	Hold	289	–	–	﹤0.01%	2019
2024 Q2	$1.63K	Hold	289	–	–	﹤0.01%	2045
2024 Q1	$2.12K	Hold	289	–	–	﹤0.01%	2083
2023 Q4	$2.17K	Hold	289	–	–	﹤0.01%	2127
2023 Q3	$1.88K	Hold	289	–	–	﹤0.01%	2149
2023 Q2	$2.16K	Hold	289	–	–	﹤0.01%	2185
2023 Q1	$1.67K	Hold	289	–	–	﹤0.01%	2298
2022 Q4	$2K	Hold	289	–	–	﹤0.01%	2033
2022 Q3	$2K	Hold	289	–	–	﹤0.01%	1939
2022 Q2	$2K	Hold	289	–	–	﹤0.01%	2349
2022 Q1	$2K	Hold	289	–	–	﹤0.01%	2386
2021 Q4	$1K	Hold	289	–	–	﹤0.01%	2857
2021 Q3	$2K	Hold	289	–	–	﹤0.01%	2454
2021 Q2	$2K	Hold	289	–	–	﹤0.01%	2474
2021 Q1	$1K	Buy	+289	New	+$1.35K	﹤0.01%	2926

Other funds holding AXIA.PR

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Navi International Sao Paulo, Brazil $148M AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spire Wealth Management's AXIA.PR Position: Q4 2025 in Review

Spire Wealth Management sold out of AXIA Energia American Depositary Shares Preferred Class B1 (AXIA.PR) in Q4 2025, closing a stake of 289 shares — an estimated $2.37K sold.

Spire Wealth Management first reported a position in AXIA.PR in Q1 2021 and held it in 19 quarters. The position peaked at $2.37K in Q3 2025. 38 funds tracked by Wall St. Rank hold AXIA.PR as of Q4 2025.

Spire Wealth Management reported no remaining AXIA Energia American Depositary Shares Preferred Class B1 position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 289 AXIA Energia American Depositary Shares Preferred Class B1 shares in Q4 2025, an estimated $2.37K.
Spire Wealth Management first reported a position in AXIA Energia American Depositary Shares Preferred Class B1 in Q1 2021 and held it in 19 quarters.
Spire Wealth Management's AXIA Energia American Depositary Shares Preferred Class B1 position peaked at $2.37K in Q3 2025.
38 funds tracked by Wall St. Rank held AXIA Energia American Depositary Shares Preferred Class B1 as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.