Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,859,735
+$786,233 QoQ
Shares Held
113,465
+8.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#307
of 2,367 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO 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. SO ranks #4 (9.4% 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
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|
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 SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,859,735 | 113,465 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,073,502 | 104,367 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,224,006 | 94,312 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,399,654 | 88,632 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,148,655 | 99,626 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,978,738 | 119,399 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,034,972 | 121,902 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,334,904 | 125,692 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,289,770 | 145,543 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,427,624 | 145,353 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $9,830,122 | 140,190 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,419,877 | 130,097 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,112,891 | 115,486 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,522,645 | 122,487 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,427,354 | 104,010 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $6,775,316 | 99,637 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,074,023 | 99,201 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $6,477,608 | 89,334 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $5,550,796 | 80,939 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $4,699,371 | 75,833 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $4,252,158 | 70,272 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,486,273 | 72,173 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,435,000 | 72,196 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,468,344 | 63,968 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,111,570 | 60,011 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||