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Atria Investments, Inc: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Investments, Inc on NEE, newest first. How the timeline and the estimate are built.

Atria Investments, Inc held 184,556 NEE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 184,556 shares
    Change vs previous 13F +21,618 shares

    0.14% of the 13F portfolio, value $13,978,275.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 162,938 shares
    Change vs previous 13F +8,165 shares

    0.14% of the 13F portfolio, value $14,301,104.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 154,773 shares
    Change vs previous 13F -18,049 shares

    0.16% of the 13F portfolio, value $14,375,355.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 172,822 shares
    Change vs previous 13F +11,296 shares

    0.16% of the 13F portfolio, value $13,874,171.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 161,526 shares
    Change vs previous 13F +5,742 shares

    0.14% of the 13F portfolio, value $12,193,616.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 155,784 shares
    Change vs previous 13F -5,900 shares

    0.13% of the 13F portfolio, value $10,814,502.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 161,684 shares
    Change vs previous 13F +9,201 shares

    0.15% of the 13F portfolio, value $11,461,809.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 152,483 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,931,475.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).