TPWA
AXIA

Twin Peaks Wealth Advisors’s AXIA Energia AXIA Stock Holding History

Twin Peaks Wealth Advisors’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 		$14K Buy
+1,238
New +$13.4K ﹤0.01% 886
2025
Q3 		– Sell
-1,452
Closed -$9.71K – 704
2025
Q2 		$9.71K Buy
+1,452
New +$8.48K ﹤0.01% 948

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

Twin Peaks Wealth Advisors's AXIA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in AXIA Energia (AXIA) in Q1 2026: 1,238 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AXIA as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AXIA in Q2 2025 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,238 shares of AXIA Energia worth $14K as of Q1 2026.
  • AXIA Energia was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • AXIA Energia made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #886 holding.
  • Twin Peaks Wealth Advisors first reported a position in AXIA Energia in Q2 2025 and has held it in 2 quarters since.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.