Position in EMA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$248,398
+$5,388 QoQ
Shares Held
4,685
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#166
of 220 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EMA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026American Trust Investment Advisors, LLC holds $5,836,531 across 4 Utilities - Regulated Electric names. EMA ranks #4 (4.3% of the industry book) .
All Filings in EMA
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,398 | 4,685 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $243,010 | 4,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,689 | 4,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $224,692 | 4,685 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||