Position in CMS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,858,338
+$153,751 QoQ
Shares Held
24,292
+10.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#289
of 814 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS 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. CMS ranks #19 (1.6% 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 |
All Filings in CMS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,858,338 | 24,292 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,704,587 | 21,972 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,516,711 | 21,689 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,368,789 | 18,684 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,284,104 | 18,535 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,362,495 | 18,140 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,200,233 | 18,008 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,591,576 | 22,534 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,324,363 | 22,247 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,560,452 | 25,861 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,500,528 | 25,840 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,014,621 | 37,933 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,215,227 | 37,706 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,170,335 | 35,359 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,210,280 | 34,901 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,940,731 | 33,323 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,972,755 | 29,226 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,047,071 | 14,971 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,108,777 | 17,045 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||