UBS AM’s AXIA Energia AXIA Stock Holding History

UBS AM’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	$44.1K	Hold	4,179	–	–	﹤0.01%	2971
2026 Q1	$47.1K	Buy	4,179 +3,974	+1,939%	+$43K	﹤0.01%	2962
2025 Q4	$1.88K	Buy	+205	New	+$1.77K	﹤0.01%	3133
2015 Q2	–	Sell	-61,479	Closed	-$88K	–	2703
2015 Q1	$88K	Hold	61,479	–	–	﹤0.01%	2594
2014 Q4	$105K	Hold	61,479	–	–	﹤0.01%	2569
2014 Q3	$132K	Hold	61,479	–	–	﹤0.01%	2464
2014 Q2	$142K	Hold	61,479	–	–	﹤0.01%	2487
2014 Q1	$139K	Sell	61,479 -19,069	-24%	-$34.3K	﹤0.01%	2503
2013 Q4	$165K	Hold	80,548	–	–	﹤0.01%	2420
2013 Q3	$179K	Hold	80,548	–	–	﹤0.01%	2365
2013 Q2	$134K	Buy	+80,548	New	+$166K	﹤0.01%	2355

Other funds holding AXIA

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

UBS AM's AXIA Position: Q2 2026 in Review

UBS AM held its AXIA Energia (AXIA) position steady in Q2 2026 at 4,179 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

UBS AM first reported a position in AXIA in Q2 2013 and has held it in 11 quarters since. The position peaked at $179K in Q3 2013. 181 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

UBS AM held 4,179 shares of AXIA Energia worth $44.1K as of Q2 2026.
UBS AM left its AXIA Energia share count unchanged in Q2 2026.
AXIA Energia made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2971 holding.
UBS AM first reported a position in AXIA Energia in Q2 2013 and has held it in 11 quarters since.
UBS AM's AXIA Energia position peaked at $179K in Q3 2013.
181 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.