Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,566,573
+$180,760 QoQ
Shares Held
22,705
+4.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#277
of 945 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. AEE ranks #15 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,938 | $14,301,068 | |
| 2 | AEP |
American Electric Power Co Inc
|
83,365 | $11,405,165 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
94,457 | $11,029,743 | |
| 4 | SO |
Southern Co
|
113,465 | $10,859,735 | |
| 5 | ETR |
Entergy Corp /De/
|
82,087 | $9,428,512 | |
| 6 | DUK |
Duke Energy CORP
|
56,730 | $7,180,883 | |
| 7 | NGG |
National Grid PLC
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,566,573 | 22,705 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,385,813 | 21,705 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,063,507 | 20,664 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,879,988 | 18,011 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,665,909 | 17,346 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,635,315 | 16,288 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,395,843 | 15,659 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,284,962 | 14,692 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,175,946 | 16,537 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,151,409 | 15,568 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,005,308 | 13,897 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,058,694 | 14,148 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,079,759 | 13,221 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,323,408 | 15,319 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,303,745 | 14,662 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,159,275 | 14,392 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,252,208 | 13,858 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,151,091 | 12,277 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,089,126 | 12,236 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,019,871 | 12,591 | Shares | Sole | 2021-11-16 | |
| 2020-03-31 | $489,708 | 6,724 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||