VR
AXIA

Vision Retirement’s AXIA Energia AXIA Stock Holding History

Vision Retirement’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 		$2.38K Hold
225
– – ﹤0.01% 561
2026
Q1 		$2.54K Buy
+225
New +$2.43K ﹤0.01% 541

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FC
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Vision Retirement's AXIA Position: Q2 2026 in Review

Vision Retirement held its AXIA Energia (AXIA) position steady in Q2 2026 at 225 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Vision Retirement first reported a position in AXIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.54K in Q1 2026. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Vision Retirement held 225 shares of AXIA Energia worth $2.38K as of Q2 2026.
  • Vision Retirement left its AXIA Energia share count unchanged in Q2 2026.
  • AXIA Energia made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #561 holding.
  • Vision Retirement first reported a position in AXIA Energia in Q1 2026 and has held it in 2 quarters since.
  • Vision Retirement's AXIA Energia position peaked at $2.54K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.