True Wealth Design’s AXIA Energia AXIA Stock Holding History

True Wealth Design’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	$634	Sell	60 -18	-23%	-$205	﹤0.01%	2122
2026 Q1	$880	Sell	78 -4	-5%	-$43	﹤0.01%	1851
2025 Q4	$752	Buy	82 +14	+21%	+$121	﹤0.01%	1807
2025 Q3	$536	Hold	68	–	–	﹤0.01%	1987
2025 Q2	$402	Sell	68 -10	-13%	-$58	﹤0.01%	1826
2025 Q1	$441	Buy	78 +21	+37%	+$107	﹤0.01%	1590
2024 Q4	$258	Sell	57 -5	-8%	-$25	﹤0.01%	1191
2024 Q3	$355	Sell	62 -5	-7%	-$28	﹤0.01%	1142
2024 Q2	$341	Buy	67 +30	+81%	+$172	﹤0.01%	703
2024 Q1	$243	Buy	37 +17	+85%	+$115	﹤0.01%	731
2023 Q4	$138	Buy	20 +4	+25%	+$25	﹤0.01%	720
2023 Q3	$96	Buy	16 +2	+14%	+$12	﹤0.01%	716
2023 Q2	$91	Hold	14	–	–	﹤0.01%	726
2023 Q1	$73	Buy	14 +1	+8%	+$6	﹤0.01%	816
2022 Q4	$79	Buy	+13	New	+$88	﹤0.01%	750

Other funds holding AXIA

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

True Wealth Design's AXIA Position: Q2 2026 in Review

True Wealth Design reduced its AXIA Energia (AXIA) stake by 23% in Q2 2026, selling an estimated $205 and leaving 60 shares worth $634. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

True Wealth Design first reported a position in AXIA in Q4 2022 and has held it in 15 quarters since. The position peaked at $880 in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

True Wealth Design held 60 shares of AXIA Energia worth $634 as of Q2 2026.
True Wealth Design sold 18 AXIA Energia shares in Q2 2026, an estimated $205.
AXIA Energia made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2122 holding.
True Wealth Design first reported a position in AXIA Energia in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's AXIA Energia position peaked at $880 in Q1 2026.
67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.