Position in CIG-C
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$744,202
-$88,242 QoQ
Shares Held
354,382
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CIG-C Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atria Investments, Inc holds $114,969,830 across 29 Utilities - Regulated Electric names. CIG-C ranks #25 (0.6% 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 |
No Holdings History
No holdings records found for this institution in CIG-C.