Position in SUNC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$378,139
New position
Shares Held
5,588
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#127
of 171 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Atria Investments, Inc holds $34,409,901 across 18 Oil & Gas Midstream names. SUNC ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 | TRP |
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 |
All Filings in SUNC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,139 | 5,588 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||