Atria Investments, Inc

Position in AEP — American Electric Power Co Inc

CIK 1535865 Charlotte, NC

Position in AEP

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$9,197,097

-$104,730 QoQ

Shares Held

70,164

-13.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Atria Investments, Inc holds $108,974,960 across 30 Utilities - Regulated Electric names. AEP ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	154,773	$14,375,316
2	WEC	Wec Energy Group, Inc.	87,590	$10,140,294
3	SO	Southern Co	104,367	$10,073,502
4	AEP	American Electric Power Co Inc This page	70,164	$9,197,097
5	ETR	Entergy Corp /De/	74,427	$8,362,617
6	DUK	Duke Energy CORP	56,745	$7,430,190
7	NGG	National Grid PLC	63,214	$5,347,904
8	XEL	Xcel Energy Inc	61,912	$4,918,289

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,197,097	70,164	-13.0%	Shares	Sole	2026-05-05
2025-12-31	$9,301,827	80,668	-1.4%	Shares	Sole	2026-02-05
2025-09-30	$9,203,850	81,812	+1.8%	Shares	Sole	2025-11-06
2025-06-30	$8,341,266	80,390	-7.5%	Shares	Sole	2025-08-04
2025-03-31	$9,494,798	86,893	+5.5%	Shares	Sole	2025-05-06
2024-12-31	$7,595,970	82,359	+9.6%	Shares	Sole	2025-02-06
2024-09-30	$7,707,106	75,118	-3.5%	Shares	Sole	2024-11-01
2024-06-30	$6,827,926	77,820	+0.6%	Shares	Sole	2024-08-13
2024-03-31	$6,663,623	77,394	+27.2%	Shares	Sole	2024-05-21
2023-12-31	$4,940,287	60,826	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$4,577,964	60,861	+4.1%	Shares	Sole	2023-11-07
2023-06-30	$4,920,648	58,440	+5.9%	Shares	Sole	2023-08-04
2023-03-31	$5,020,646	55,178	+30.0%	Shares	Sole	2023-05-10
2022-12-31	$4,030,437	42,448	+8.5%	Shares	Sole	2023-01-31
2022-09-30	$3,382,356	39,125	-0.3%	Shares	Sole	2022-11-01
2022-06-30	$3,764,301	39,236	-5.3%	Shares	Sole	2022-08-11
2022-03-31	$4,134,269	41,438	+21.0%	Shares	Sole	2022-05-02
2021-12-31	$3,046,243	34,239	+8.7%	Shares	Sole	2022-02-04
2021-09-30	$2,557,332	31,502	+5.9%	Shares	Sole	2021-11-16
2021-06-30	$2,516,721	29,752	+17.6%	Shares	Sole	2021-08-10
2021-03-31	$2,142,401	25,294	+16.2%	Shares	Sole	2021-05-11
2020-12-31	$1,811,955	21,760	-3.5%	Shares	Sole	2021-02-12
2020-09-30	$1,842,766	22,547	-5.1%	Shares	Sole	2020-11-05
2020-06-30	$1,892,326	23,761	-62.7%	Shares	Sole	2020-09-22
2020-03-31	$5,090,966	63,653	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.