Position in EDPFY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,592
-$371 QoQ
Shares Held
417
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 4 holders
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDPFY Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $755,760 across 4 Utilities - Diversified names. EDPFY ranks #2 (2.9% of the industry book) .
All Filings in EDPFY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,592 | 417 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $21,963 | 417 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,136 | 417 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $6,821 | 157 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,358 | 157 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $62,622 | 1,946 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $369,263 | 8,059 | Shares | Sole | 2024-11-05 | |
| 2022-12-31 | $24,745 | 497 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $21,689 | 497 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||