Position in ETR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$540,875
+$11,885 QoQ
Shares Held
4,709
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#744
of 1,321 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGMA INVESTMENT COUNSELORS INC holds $7,587,970 across 6 Utilities - Regulated Electric names. ETR ranks #3 (7.1% of the industry book) .
All Filings in ETR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,875 | 4,709 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $528,990 | 4,708 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $435,160 | 4,708 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $521,304 | 5,594 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $464,973 | 5,594 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||