WFI
AXIA

West Family Investments’s AXIA Energia AXIA Stock Holding History

West Family Investments’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 		– Sell
-13,312
Closed -$122K – 290
2025
Q4 		$122K Sell
13,312
-3,499
-21% -$30.3K 0.03% 345
2025
Q3 		$132K Hold
16,811
– – 0.03% 366
2025
Q2 		$98.9K Buy
+16,811
New +$98.2K 0.03% 357

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

West Family Investments's AXIA Position: Q1 2026 in Review

West Family Investments sold out of AXIA Energia (AXIA) in Q1 2026, closing a stake of 13,312 shares — an estimated $122K sold.

West Family Investments first reported a position in AXIA in Q2 2025 and held it in 3 quarters. The position peaked at $132K in Q3 2025. 186 funds tracked by Wall St. Rank hold AXIA as of Q1 2026.

  • West Family Investments reported no remaining AXIA Energia position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 13,312 AXIA Energia shares in Q1 2026, an estimated $122K.
  • West Family Investments first reported a position in AXIA Energia in Q2 2025 and held it in 3 quarters.
  • West Family Investments's AXIA Energia position peaked at $132K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held AXIA Energia as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.