Stifel Financial
AXIA

Stifel Financial’s AXIA Energia AXIA Stock Holding History

Stifel Financial’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
Q1 		$371K Sell
32,862
-731
-2% -$7.9K ﹤0.01% 3044
2025
Q4 		$308K Sell
33,593
-8,822
-21% -$76.3K ﹤0.01% 3137
2025
Q3 		$333K Sell
42,415
-109
-0.3% -$686 ﹤0.01% 3050
2025
Q2 		$250K Sell
42,524
-5,416
-11% -$31.6K ﹤0.01% 3149
2025
Q1 		$270K Buy
47,940
+27
+0.1% +$137 ﹤0.01% 3039
2024
Q4 		$217K Buy
47,913
+4,394
+10% +$22K ﹤0.01% 3132
2024
Q3 		$249K Sell
43,519
-13,259
-23% -$75.5K ﹤0.01% 3050
2024
Q2 		$289K Sell
56,778
-5,357
-9% -$30.7K ﹤0.01% 2935
2024
Q1 		$411K Sell
62,135
-57,908
-48% -$393K ﹤0.01% 2726
2023
Q4 		$819K Sell
120,043
-10,166
-8% -$62.4K ﹤0.01% 2259
2023
Q3 		$754K Sell
130,209
-26
-0% -$155 ﹤0.01% 2244
2023
Q2 		$853K Sell
130,235
-1,532
-1% -$8.78K ﹤0.01% 2180
2023
Q1 		$692K Sell
131,767
-109,619
-45% -$613K ﹤0.01% 2312
2022
Q4 		$1.52M Sell
241,386
-29,125
-11% -$198K ﹤0.01% 1723
2022
Q3 		$1.72M Buy
270,511
+111,431
+70% +$773K ﹤0.01% 1580
2022
Q2 		$1.12M Sell
159,080
-162,298
-51% -$1.1M ﹤0.01% 1914
2022
Q1 		$2.01M Buy
321,378
+83,214
+35% +$429K ﹤0.01% 1613
2021
Q4 		$1.15M Sell
238,164
-134,936
-36% -$678K ﹤0.01% 2028
2021
Q3 		$2.1M Buy
373,100
+213,788
+134% +$1.3M ﹤0.01% 1545
2021
Q2 		$1.09M Buy
159,312
+4,925
+3% +$30K ﹤0.01% 2028
2021
Q1 		$746K Buy
154,387
+42,780
+38% +$198K ﹤0.01% 2197
2020
Q4 		$618K Buy
111,607
+33,869
+44% +$168K ﹤0.01% 2185
2020
Q3 		$340K Buy
77,738
+5,246
+7% +$27.4K ﹤0.01% 2319
2020
Q2 		$325K Buy
72,492
+4,167
+6% +$16.3K ﹤0.01% 2300
2020
Q1 		$251K Buy
68,325
+3,606
+6% +$21.9K ﹤0.01% 2302
2019
Q4 		$475K Sell
64,719
-149,828
-70% -$1.06M ﹤0.01% 2289
2019
Q3 		$1.62M Buy
214,547
+9,623
+5% +$78.6K ﹤0.01% 1446
2019
Q2 		$1.47M Buy
204,924
+4,678
+2% +$31.9K ﹤0.01% 1545
2019
Q1 		$1.47M Buy
200,246
+134,528
+205% +$980K ﹤0.01% 1419
2018
Q4 		$327K Buy
65,718
+23,611
+56% +$112K ﹤0.01% 2180
2018
Q3 		$132K Sell
42,107
-555
-1% -$1.77K ﹤0.01% 2646
2018
Q2 		$108K Buy
42,662
+1,262
+3% +$4.74K ﹤0.01% 2627
2018
Q1 		$206K Hold
41,400
– – ﹤0.01% 2456
2017
Q4 		$188K Hold
41,400
– – ﹤0.01% 2458
2017
Q3 		$202K Buy
41,400
+2,150
+5% +$9K ﹤0.01% 2370
2017
Q2 		$120K Sell
39,250
-1,263
-3% -$4.55K ﹤0.01% 2441
2017
Q1 		$173K Sell
40,513
-505
-1% -$2.65K ﹤0.01% 2357
2016
Q4 		$223K Buy
+41,018
New +$225K ﹤0.01% 2194
2016
Q3 		– Sell
-55,301
Closed -$173K – 2415
2016
Q2 		$173K Sell
55,301
-2,526
-4% -$4.03K ﹤0.01% 2292
2016
Q1 		$82K Buy
57,827
+7,009
+14% +$8.35K ﹤0.01% 2131
2015
Q4 		$55K Sell
50,818
-6,063
-11% -$6.79K ﹤0.01% 2274
2015
Q3 		$58K Buy
56,881
+10,378
+22% +$12.3K ﹤0.01% 2175
2015
Q2 		$69K Buy
46,503
+2,633
+6% +$4.56K ﹤0.01% 2283
2015
Q1 		$63K Sell
43,870
-251
-0.6% -$373 ﹤0.01% 2226
2014
Q4 		$75K Buy
44,121
+12,694
+40% +$23.9K ﹤0.01% 2208
2014
Q3 		$67K Buy
31,427
+2,949
+10% +$7.2K ﹤0.01% 2133
2014
Q2 		$66K Buy
28,478
+6,314
+28% +$16.1K ﹤0.01% 2130
2014
Q1 		$50K Buy
+22,164
New +$39.9K ﹤0.01% 2043

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Stifel Financial's AXIA Position: Q1 2026 in Review

Stifel Financial reduced its AXIA Energia (AXIA) stake by 2.2% in Q1 2026, selling an estimated $7.9K and leaving 32,862 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

Stifel Financial first reported a position in AXIA in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.1M in Q3 2021. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Stifel Financial held 32,862 shares of AXIA Energia worth $371K as of Q1 2026.
  • Stifel Financial sold 731 AXIA Energia shares in Q1 2026, an estimated $7.9K.
  • AXIA Energia made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3044 holding.
  • Stifel Financial first reported a position in AXIA Energia in Q1 2014 and has held it in 48 quarters since.
  • Stifel Financial's AXIA Energia position peaked at $2.1M in Q3 2021.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.