YCM
AXIA

Yousif Capital Management’s AXIA Energia AXIA Stock Holding History

Yousif Capital Management’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
-15,288
Closed -$172K – 1699
2026
Q1 		$172K Hold
15,288
– – ﹤0.01% 1792
2025
Q4 		$147K Sell
15,288
-4,018
-21% -$34.7K ﹤0.01% 1825
2025
Q3 		$152K Sell
19,306
-21,273
-52% -$134K ﹤0.01% 1838
2025
Q2 		$239K Buy
40,579
+1,850
+5% +$10.8K ﹤0.01% 1761
2025
Q1 		$218K Hold
38,729
– – ﹤0.01% 1785
2024
Q4 		$175K Hold
38,729
– – ﹤0.01% 1851
2024
Q3 		$222K Sell
38,729
-1,461
-4% -$8.32K ﹤0.01% 1829
2024
Q2 		$205K Sell
40,190
-2,746
-6% -$15.7K ﹤0.01% 1830
2024
Q1 		$284K Hold
42,936
– – ﹤0.01% 1764
2023
Q4 		$293K Hold
42,936
– – ﹤0.01% 1759
2023
Q3 		$249K Hold
42,936
– – ﹤0.01% 1775
2023
Q2 		$281K Hold
42,936
– – ﹤0.01% 1736
2023
Q1 		$225K Hold
42,936
– – ﹤0.01% 1801
2022
Q4 		$270K Hold
42,936
– – ﹤0.01% 1743
2022
Q3 		$273K Buy
42,936
+17,907
+72% +$124K ﹤0.01% 1719
2022
Q2 		$176K Sell
25,029
-184
-0.7% -$1.24K ﹤0.01% 1861
2022
Q1 		$158K Hold
25,213
– – ﹤0.01% 1944
2021
Q4 		$122K Buy
+25,213
New +$127K ﹤0.01% 1973

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

Yousif Capital Management's AXIA Position: Q2 2026 in Review

Yousif Capital Management sold out of AXIA Energia (AXIA) in Q2 2026, closing a stake of 15,288 shares — an estimated $172K sold.

Yousif Capital Management first reported a position in AXIA in Q4 2021 and held it in 18 quarters. The position peaked at $293K in Q4 2023. 67 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

  • Yousif Capital Management reported no remaining AXIA Energia position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 15,288 AXIA Energia shares in Q2 2026, an estimated $172K.
  • Yousif Capital Management first reported a position in AXIA Energia in Q4 2021 and held it in 18 quarters.
  • Yousif Capital Management's AXIA Energia position peaked at $293K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.