SSG
AXIA

Summit Securities Group’s AXIA Energia AXIA Stock Holding History

Summit Securities 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
2025
Q2 		– Sell
-1,057
Closed -$5.94K – 1166
2025
Q1 		$5.94K Buy
+1,057
New +$5.38K ﹤0.01% 596
2014
Q3 		– Sell
-6,314
Closed -$15K – 730
2014
Q2 		$15K Buy
+6,314
New +$16.1K 0.01% 374

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Summit Securities Group's AXIA Position: Q2 2025 in Review

Summit Securities Group sold out of AXIA Energia (AXIA) in Q2 2025, closing a stake of 1,057 shares — an estimated $5.94K sold.

Summit Securities Group first reported a position in AXIA in Q2 2014 and held it in 2 quarters. The position peaked at $15K in Q2 2014. 128 funds tracked by Wall St. Rank hold AXIA as of Q2 2025.

  • Summit Securities Group reported no remaining AXIA Energia position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,057 AXIA Energia shares in Q2 2025, an estimated $5.94K.
  • Summit Securities Group first reported a position in AXIA Energia in Q2 2014 and held it in 2 quarters.
  • Summit Securities Group's AXIA Energia position peaked at $15K in Q2 2014.
  • 128 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.