Position in LNT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,318,843
+$228,786 QoQ
Shares Held
43,503
+1.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#228
of 875 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LNT 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. LNT ranks #11 (2.9% 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 LNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,318,843 | 43,503 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,090,057 | 43,061 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,838,726 | 43,666 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,857,644 | 42,392 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,840,517 | 46,974 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,055,080 | 47,476 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,740,074 | 46,332 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,212,261 | 52,929 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,842,714 | 55,849 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,761,113 | 54,784 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||