Atria Investments, Inc

Position in NEE — Nextera Energy Inc

CIK 1535865 Charlotte, NC

Position in NEE

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$14,375,316

+$501,166 QoQ

Shares Held

154,773

-10.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Atria Investments, Inc holds $108,974,960 across 30 Utilities - Regulated Electric names. NEE ranks #1 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc This page	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/	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,375,316	154,773	-10.4%	Shares	Sole	2026-05-05
2025-12-31	$13,874,150	172,822	+7.0%	Shares	Sole	2026-02-05
2025-09-30	$12,193,597	161,526	+3.7%	Shares	Sole	2025-11-06
2025-06-30	$10,814,525	155,784	-3.6%	Shares	Sole	2025-08-04
2025-03-31	$11,461,778	161,684	+6.0%	Shares	Sole	2025-05-06
2024-12-31	$10,931,506	152,483	-2.0%	Shares	Sole	2025-02-06
2024-09-30	$13,157,939	155,660	+0.8%	Shares	Sole	2024-11-01
2024-06-30	$10,930,585	154,365	+20.2%	Shares	Sole	2024-08-13
2024-03-31	$8,207,130	128,417	+2.3%	Shares	Sole	2024-05-21
2023-12-31	$7,621,776	125,482	+8.9%	Shares	Sole	2024-02-14
2023-09-30	$6,599,177	115,189	-6.3%	Shares	Sole	2023-11-07
2023-06-30	$9,120,664	122,920	+1.0%	Shares	Sole	2023-08-04
2023-03-31	$9,378,323	121,670	-14.5%	Shares	Sole	2023-05-10
2022-12-31	$11,901,463	142,362	+4.6%	Shares	Sole	2023-01-31
2022-09-30	$10,671,052	136,093	+4.5%	Shares	Sole	2022-11-01
2022-06-30	$10,087,305	130,226	-11.3%	Shares	Sole	2022-08-11
2022-03-31	$12,434,919	146,794	+14.4%	Shares	Sole	2022-05-02
2021-12-31	$11,982,475	128,347	-0.2%	Shares	Sole	2022-02-04
2021-09-30	$10,100,891	128,641	+7.1%	Shares	Sole	2021-11-16
2021-06-30	$8,801,880	120,113	+21.1%	Shares	Sole	2021-08-10
2021-03-31	$7,497,033	99,154	+1.3%	Shares	Sole	2021-05-11
2020-12-31	$7,553,293	97,904	+317.7%	Shares	Sole	2021-02-12
2020-09-30	$1,626,432	23,439	+6.9%	Shares	Sole	2020-11-05
2020-06-30	$1,316,852	21,932	-3.3%	Shares	Sole	2020-09-22
2020-03-31	$1,364,435	22,682	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.