Atria Investments, Inc

Position in XEL — Xcel Energy Inc

CIK 1535865 Charlotte, NC

Position in XEL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$4,918,289

-$345,565 QoQ

Shares Held

61,912

-13.1% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Utilities · as of Mar 31, 2026

Atria Investments, Inc holds $108,974,960 across 30 Utilities - Regulated Electric names. XEL ranks #8 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	154,773	$14,375,316
2	WEC	Wec Energy Group, Inc.	87,590	$10,140,294
3	SO	Southern Co	104,367	$10,073,502
4	AEP	American Electric Power Co Inc	70,164	$9,197,097
5	ETR	Entergy Corp /De/	74,427	$8,362,617
6	DUK	Duke Energy CORP	56,745	$7,430,190
7	NGG	National Grid PLC	63,214	$5,347,904
8	XEL	Xcel Energy Inc This page	61,912	$4,918,289

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,918,289	61,912	-13.1%	Shares	Sole	2026-05-05
2025-12-31	$5,263,854	71,268	+5.3%	Shares	Sole	2026-02-05
2025-09-30	$5,457,182	67,665	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$4,612,685	67,734	+6.4%	Shares	Sole	2025-08-04
2025-03-31	$4,507,411	63,673	-24.6%	Shares	Sole	2025-05-06
2024-12-31	$5,703,211	84,467	+4.9%	Shares	Sole	2025-02-06
2024-09-30	$5,259,784	80,548	-0.2%	Shares	Sole	2024-11-01
2024-06-30	$4,310,667	80,709	+25.5%	Shares	Sole	2024-08-13
2024-03-31	$3,457,845	64,332	+10.9%	Shares	Sole	2024-05-21
2023-12-31	$3,592,142	58,022	+41.3%	Shares	Sole	2024-02-14
2023-09-30	$2,350,025	41,070	-12.6%	Shares	Sole	2023-11-07
2023-06-30	$2,920,062	46,969	-8.8%	Shares	Sole	2023-08-04
2023-03-31	$3,472,687	51,493	-1.5%	Shares	Sole	2023-05-10
2022-12-31	$3,663,317	52,251	+0.6%	Shares	Sole	2023-01-31
2022-09-30	$3,325,120	51,955	+2.3%	Shares	Sole	2022-11-01
2022-06-30	$3,595,244	50,809	+9.4%	Shares	Sole	2022-08-11
2022-03-31	$3,350,925	46,431	+106.7%	Shares	Sole	2022-05-02
2021-12-31	$1,520,677	22,462	+18.3%	Shares	Sole	2022-02-04
2021-09-30	$1,186,312	18,981	+11.1%	Shares	Sole	2021-11-16
2021-06-30	$1,125,823	17,089	+77.6%	Shares	Sole	2021-08-10
2020-03-31	$580,327	9,624	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.