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
Q2 		– Sell
-1,238
Closed -$14K – 785
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 $3.38T AUM 44.17% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
RAM
Ramirez Asset Management New York $960M AUM 30.25% 1-Year Est. Return

Twin Peaks Wealth Advisors's AXIA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 1,238 shares — an estimated $14K sold.

Twin Peaks Wealth Advisors first reported a position in AXIA in Q2 2025 and held it in 2 quarters. The position peaked at $14K in Q1 2026. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1,238 AXIA Energia shares in Q2 2026, an estimated $14K.
  • Twin Peaks Wealth Advisors first reported a position in AXIA Energia in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's AXIA Energia position peaked at $14K in Q1 2026.
  • 181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.