Atria Investments, Inc

Position in D — Dominion Energy, Inc

CIK 1535865 Charlotte, NC

Position in D

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,745,403

+$462,390 QoQ

Shares Held

69,489

+0.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#303

of 1,537 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Atria Investments, Inc holds $115,021,022 across 30 Utilities - Regulated Electric names. D ranks #9 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,745,403	69,489	+0.3%	Shares	Sole	2026-07-28
2026-03-31	$4,283,013	69,282	+2.3%	Shares	Sole	2026-05-05
2025-12-31	$3,969,003	67,742	+8.4%	Shares	Sole	2026-02-05
2025-09-30	$3,823,675	62,509	-11.3%	Shares	Sole	2025-11-06
2025-06-30	$3,984,151	70,491	+48.4%	Shares	Sole	2025-08-04
2025-03-31	$2,663,437	47,502	+5.4%	Shares	Sole	2025-05-06
2024-12-31	$2,428,385	45,087	-18.6%	Shares	Sole	2025-02-06
2024-09-30	$3,199,774	55,369	-32.7%	Shares	Sole	2024-11-01
2024-06-30	$4,031,916	82,284	-25.7%	Shares	Sole	2024-08-13
2024-03-31	$5,446,169	110,717	+17.1%	Shares	Sole	2024-05-21
2023-12-31	$4,444,179	94,557	-5.3%	Shares	Sole	2024-02-14
2023-09-30	$4,458,334	99,806	-4.8%	Shares	Sole	2023-11-07
2023-06-30	$5,432,356	104,892	+7.6%	Shares	Sole	2023-08-04
2023-03-31	$5,451,057	97,497	+5.4%	Shares	Sole	2023-05-10
2022-12-31	$5,673,203	92,518	-19.8%	Shares	Sole	2023-01-31
2022-09-30	$7,973,773	115,378	+8.7%	Shares	Sole	2022-11-01
2022-06-30	$8,474,066	106,178	+5.4%	Shares	Sole	2022-08-11
2022-03-31	$8,563,106	100,778	+17.7%	Shares	Sole	2022-05-02
2021-12-31	$6,724,657	85,599	+2.5%	Shares	Sole	2022-02-04
2021-09-30	$6,097,462	83,504	+8.4%	Shares	Sole	2021-11-16
2021-06-30	$5,668,568	77,050	+5.7%	Shares	Sole	2021-08-10
2021-03-31	$5,537,028	72,894	+28.3%	Shares	Sole	2021-05-11
2020-12-31	$4,273,315	56,826	+10.5%	Shares	Sole	2021-02-12
2020-09-30	$4,060,159	51,440	-11.8%	Shares	Sole	2020-11-05
2020-06-30	$4,734,092	58,316	+12.6%	Shares	Sole	2020-09-22
2020-03-31	$3,737,998	51,780	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.