WANY
AXIA

Wealthspire Advisors (New York)’s AXIA Energia AXIA Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-414
Closed -$3.25K – 1539
2025
Q3 		$3.25K Buy
+414
New +$2.61K ﹤0.01% 2464
2019
Q1 		– Sell
-48
Closed – – 258
2018
Q4 		$0 Buy
+48
New +$228 ﹤0.01% 887

Other funds holding AXIA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $2.85B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Wealthspire Advisors (New York)'s AXIA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of AXIA Energia (AXIA) in Q4 2025, closing a stake of 414 shares — an estimated $3.25K sold.

Wealthspire Advisors (New York) first reported a position in AXIA in Q4 2018 and held it in 2 quarters. The position peaked at $3.25K in Q3 2025. 149 funds tracked by Wall St. Rank hold AXIA as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining AXIA Energia position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 414 AXIA Energia shares in Q4 2025, an estimated $3.25K.
  • Wealthspire Advisors (New York) first reported a position in AXIA Energia in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s AXIA Energia position peaked at $3.25K in Q3 2025.
  • 149 funds tracked by Wall St. Rank held AXIA Energia as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.