Position in FE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,093,197
+$252,888 QoQ
Shares Held
107,135
+12.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#196
of 922 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FE 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. FE ranks #8 (4.4% 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
This page
|
107,135 | $5,093,197 |
All Filings in FE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,093,197 | 107,135 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,840,309 | 95,545 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,453,960 | 77,149 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,578,725 | 78,104 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,103,101 | 52,238 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,143,037 | 28,279 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $602,348 | 15,142 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $765,436 | 17,259 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $768,461 | 20,080 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,309,179 | 33,899 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,146,174 | 31,265 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,330,512 | 33,213 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,202,126 | 28,663 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||