Position in EIX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,912,186
+$1,443,025 QoQ
Shares Held
39,116
+94.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#306
of 1,069 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX 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. EIX ranks #13 (2.5% 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 EIX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,912,186 | 39,116 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,469,161 | 20,076 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,280,886 | 21,341 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,426,500 | 25,805 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,220,959 | 23,662 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,105,869 | 18,769 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,475,443 | 18,480 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,465,898 | 16,832 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,214,737 | 16,916 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,502,375 | 21,241 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,354,735 | 18,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,769,651 | 27,961 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,761,668 | 25,366 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,699,242 | 24,072 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,774,170 | 27,887 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,583,334 | 27,984 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,736,507 | 27,459 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,459,972 | 20,827 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,467,170 | 21,497 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,252,124 | 22,573 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,237,984 | 21,411 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,128,636 | 19,260 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,163,237 | 18,517 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||