Position in EXC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,015,848
+$143,628 QoQ
Shares Held
43,240
+13.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#399
of 1,279 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXC 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. EXC ranks #17 (1.8% 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 EXC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,848 | 43,240 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,872,220 | 38,193 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,420,990 | 32,599 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,155,046 | 25,662 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,048,810 | 24,155 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $804,925 | 17,468 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $601,938 | 15,992 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $692,229 | 17,071 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $763,081 | 22,048 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $1,063,032 | 28,130 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,144,997 | 28,105 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,214,810 | 29,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,255,096 | 29,033 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,241,858 | 27,402 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,034,190 | 21,713 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,163,806 | 20,149 | Shares | Sole | 2022-02-04 | |
| 2020-03-31 | $2,230,506 | 60,595 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||