Atria Investments, Inc

Position in PBA — Pembina Pipeline Corp

CIK 1535865 Charlotte, NC

Position in PBA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$804,981

-$48,592 QoQ

Shares Held

17,405

-8.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#226

of 431 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Atria Investments, Inc holds $34,409,901 across 18 Oil & Gas Midstream names. PBA ranks #10 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMB	Williams Companies, Inc.	100,961	$7,505,440
2	ENB	Enbridge Inc	103,109	$5,589,538
3	LNG	Cheniere Energy, Inc.	14,343	$3,428,120
4	TNCAF	Tc Energy Corp	50,446	$3,344,065
5	TRGP	Targa Resources Corp.	12,297	$3,297,317
6	OKE	Oneok Inc /New/	31,072	$2,701,399
7	KMI	Kinder Morgan, Inc.	78,927	$2,523,296
8	DTM	DT Midstream, Inc.	11,398	$1,672,542

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,981	17,405	-8.7%	Shares	Sole	2026-07-28
2026-03-31	$853,573	19,070	-23.9%	Shares	Sole	2026-05-05
2025-12-31	$953,973	25,065	-8.5%	Shares	Sole	2026-02-05
2025-09-30	$1,108,806	27,405	-0.9%	Shares	Sole	2025-11-06
2025-06-30	$1,037,489	27,659	-1.2%	Shares	Sole	2025-08-04
2025-03-31	$1,120,559	27,993	-4.8%	Shares	Sole	2025-05-06
2024-12-31	$1,086,108	29,394	-0.6%	Shares	Sole	2025-02-06
2024-09-30	$1,219,260	29,565	-5.7%	Shares	Sole	2024-11-01
2024-06-30	$1,162,532	31,352	+5.7%	Shares	Sole	2024-08-13
2024-03-31	$1,048,078	29,657	-2.1%	Shares	Sole	2024-05-21
2023-12-31	$1,042,788	30,296	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.