Position in ETR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,362,617
+$1,611,715 QoQ
Shares Held
74,427
+1.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Atria Investments, Inc holds $108,974,960 across 30 Utilities - Regulated Electric names. ETR ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
154,773 | $14,375,316 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
87,590 | $10,140,294 | |
| 3 | SO |
Southern Co
|
104,367 | $10,073,502 | |
| 4 | AEP |
American Electric Power Co Inc
|
70,164 | $9,197,097 | |
| 5 | ETR |
Entergy Corp /De/
This page
|
74,427 | $8,362,617 | |
| 6 | DUK |
Duke Energy CORP
|
56,745 | $7,430,190 | |
| 7 | NGG |
National Grid PLC
|
63,214 | $5,347,904 | |
| 8 | XEL |
Xcel Energy Inc
|
61,912 | $4,918,289 |
All Filings in ETR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,362,617 | 74,427 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,750,902 | 73,038 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,906,031 | 74,107 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,845,081 | 70,321 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,839,969 | 80,009 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,191,451 | 94,849 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,948,195 | 44,802 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,026,205 | 37,873 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,584,301 | 29,983 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,366,368 | 27,006 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,254,855 | 27,132 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,086,795 | 22,323 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,275,426 | 23,676 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $696,431 | 12,381 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $608,157 | 12,087 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $603,299 | 10,712 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $594,432 | 10,183 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $536,326 | 9,522 | Shares | Sole | 2022-02-04 | |
| 2020-03-31 | $199,874 | 4,254 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||