Position in NGG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,572,593
+$224,689 QoQ
Shares Held
67,245
+6.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#82
of 614 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NGG 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. NGG ranks #7 (4.8% 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
This page
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in NGG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,572,593 | 67,245 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,347,904 | 63,214 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,177,325 | 79,862 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,583,308 | 76,831 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,039,115 | 81,160 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,694,920 | 71,558 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,581,124 | 60,268 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,510,505 | 64,741 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,091,680 | 54,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,183,182 | 61,319 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,493,870 | 51,388 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,881,198 | 47,521 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,191,038 | 47,394 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,635,972 | 38,770 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,359,899 | 39,123 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,126,849 | 41,274 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,573,368 | 39,780 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,142,597 | 27,873 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,829,551 | 25,298 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,515,138 | 25,409 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,689,039 | 26,416 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,435,089 | 24,225 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,516,362 | 25,688 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,217,461 | 21,067 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,499,366 | 24,685 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||