Position in EVRG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,247,876
+$338,646 QoQ
Shares Held
14,438
+30.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#373
of 935 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVRG 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. EVRG ranks #21 (1.1% 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 EVRG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,876 | 14,438 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $909,230 | 11,099 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $724,610 | 9,996 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $602,002 | 7,919 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $584,112 | 8,474 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $585,937 | 8,498 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $493,384 | 8,016 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,171 | 3,986 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $224,751 | 4,243 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||