Atria Investments, Inc

Position in SRE — Sempra

CIK 1535865 Charlotte, NC

Position in SRE

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

Position Value

$2,453,848

+$42,381 QoQ

Shares Held

26,468

+6.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#402

of 1,283 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Atria Investments, Inc holds $2,894,308 across 3 Utilities - Diversified names. SRE ranks #1 (84.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	26,468	$2,453,848
2	AVA	Avista Corp	6,403	$261,946
3	AES	Aes Corp	12,177	$178,514

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,453,848	26,468	+6.7%	Shares	Sole	2026-07-28
2026-03-31	$2,411,467	24,817	-30.0%	Shares	Sole	2026-05-05
2025-12-31	$3,128,821	35,438	+2.6%	Shares	Sole	2026-02-05
2025-09-30	$3,109,168	34,554	-15.5%	Shares	Sole	2025-11-06
2025-06-30	$3,097,326	40,878	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$2,922,905	40,960	-6.0%	Shares	Sole	2025-05-06
2024-12-31	$3,822,925	43,581	-9.2%	Shares	Sole	2025-02-06
2024-09-30	$4,013,069	47,986	+6.4%	Shares	Sole	2024-11-01
2024-06-30	$3,430,153	45,098	+13.3%	Shares	Sole	2024-08-13
2024-03-31	$2,858,834	39,800	+12.0%	Shares	Sole	2024-05-21
2023-12-31	$2,656,053	35,542	+16.3%	Shares	Sole	2024-02-14
2023-09-30	$2,079,677	30,570	+114.5%	Shares	Sole	2023-11-07
2023-06-30	$2,074,803	14,251	+1.7%	Shares	Sole	2023-08-04
2023-03-31	$2,117,902	14,011	-0.3%	Shares	Sole	2023-05-10
2022-12-31	$2,170,977	14,048	-2.6%	Shares	Sole	2023-01-31
2022-09-30	$2,163,484	14,429	+9.1%	Shares	Sole	2022-11-01
2022-06-30	$1,986,869	13,222	-1.6%	Shares	Sole	2022-08-11
2022-03-31	$2,258,355	13,433	+1.6%	Shares	Sole	2022-05-02
2021-12-31	$1,748,609	13,219	+2.6%	Shares	Sole	2022-02-04
2021-09-30	$1,629,573	12,882	+11.3%	Shares	Sole	2021-11-16
2021-06-30	$1,532,793	11,570	+45.1%	Shares	Sole	2021-08-10
2021-03-31	$1,057,060	7,973	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.