Position in WEC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,029,743
+$889,449 QoQ
Shares Held
94,457
+7.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#195
of 1,390 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC 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. WEC ranks #3 (9.6% 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.
This page
|
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
|
67,245 | $5,572,593 | |
| 8 | FE |
Firstenergy Corp
|
107,135 | $5,093,197 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,029,743 | 94,457 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $10,140,294 | 87,590 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,938,712 | 75,277 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,060,489 | 70,342 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,225,436 | 69,342 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,286,511 | 66,861 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,990,724 | 63,704 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $6,047,125 | 62,873 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,333,110 | 55,227 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,819,893 | 46,516 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $3,959,861 | 47,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,334,770 | 41,400 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,720,751 | 53,499 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,345,966 | 56,398 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,417,452 | 57,780 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,341,206 | 59,725 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,868,016 | 58,307 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,815,337 | 38,226 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,680,700 | 37,918 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,822,223 | 31,998 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,369,894 | 26,643 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,172,785 | 23,216 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,951,864 | 21,209 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,174,629 | 22,442 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,940,483 | 22,139 | Shares | Sole | 2020-09-22 | |
| 2020-03-31 | $1,807,634 | 20,511 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||