Sumitomo Mitsui Trust Group
AXIA

Sumitomo Mitsui Trust Group’s AXIA Energia AXIA Stock Holding History

Sumitomo Mitsui Trust Group’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 		$603K Sell
57,100
-15,200
-21% -$173K ﹤0.01% 956
2026
Q1 		$816K Hold
72,300
– – ﹤0.01% 877
2025
Q4 		$662K Sell
72,300
-19,003
-21% -$164K ﹤0.01% 904
2025
Q3 		$717K Hold
91,303
– – ﹤0.01% 891
2025
Q2 		$537K Hold
91,303
– – ﹤0.01% 917
2025
Q1 		$513K Hold
91,303
– – ﹤0.01% 932
2024
Q4 		$414K Hold
91,303
– – ﹤0.01% 973
2024
Q3 		$523K Sell
91,303
-13,007
-12% -$74.1K ﹤0.01% 956
2024
Q2 		$531K Hold
104,310
– – ﹤0.01% 962
2024
Q1 		$690K Hold
104,310
– – ﹤0.01% 993
2023
Q4 		$712K Hold
104,310
– – ﹤0.01% 1008
2023
Q3 		$604K Sell
104,310
-758
-0.7% -$4.5K ﹤0.01% 1029
2023
Q2 		$688K Buy
105,068
+3,220
+3% +$18.4K ﹤0.01% 1030
2023
Q1 		$535K Buy
101,848
+6,693
+7% +$37.4K ﹤0.01% 1060
2022
Q4 		$598K Buy
95,155
+10,229
+12% +$69.5K ﹤0.01% 1084
2022
Q3 		$540K Buy
84,926
+316
+0.4% +$2.19K ﹤0.01% 1102
2022
Q2 		$594K Buy
+84,610
New +$571K ﹤0.01% 1106
2021
Q2 		– Sell
-13,040
Closed -$63K – 1188
2021
Q1 		$63K Hold
13,040
– – ﹤0.01% 1150
2020
Q4 		$72K Hold
13,040
– – ﹤0.01% 1119
2020
Q3 		$57K Hold
13,040
– – ﹤0.01% 1098
2020
Q2 		$59K Hold
13,040
– – ﹤0.01% 1095
2020
Q1 		$48K Hold
13,040
– – ﹤0.01% 1094
2019
Q4 		$96K Hold
13,040
– – ﹤0.01% 1083
2019
Q3 		$99K Buy
+13,040
New +$107K ﹤0.01% 1063

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

Sumitomo Mitsui Trust Group's AXIA Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its AXIA Energia (AXIA) stake by 21% in Q2 2026, selling an estimated $173K and leaving 57,100 shares worth $603K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Sumitomo Mitsui Trust Group first reported a position in AXIA in Q3 2019 and has held it in 24 quarters since. The position peaked at $816K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 57,100 shares of AXIA Energia worth $603K as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 15,200 AXIA Energia shares in Q2 2026, an estimated $173K.
  • AXIA Energia made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #956 holding.
  • Sumitomo Mitsui Trust Group first reported a position in AXIA Energia in Q3 2019 and has held it in 24 quarters since.
  • Sumitomo Mitsui Trust Group's AXIA Energia position peaked at $816K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.