Position in CEG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,108,164
+$183,015 QoQ
Shares Held
8,488
+23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#622
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $9,055,863 across 4 Utilities - Independent Power Producers names. CEG ranks #2 (23.3% of the industry book) .
All Filings in CEG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,108,164 | 8,488 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,925,149 | 6,894 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,750,667 | 10,617 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,672,706 | 8,122 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,632,430 | 8,156 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,913,670 | 9,491 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,713,378 | 12,129 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,000,630 | 11,540 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,520,798 | 12,587 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,261,046 | 6,822 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||