Position in ETR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$206,748
-$60,444 QoQ
Shares Held
1,800
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,025
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, 2026ZACKS INVESTMENT MANAGEMENT holds $281,082,896 across 16 Utilities - Regulated Electric names. ETR ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
795,130 | $108,781,735 | |
| 2 | SO |
Southern Co
|
1,037,823 | $99,330,039 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
689,319 | $55,945,130 | |
| 4 | AEE |
Ameren Corp
|
59,194 | $6,691,289 | |
| 5 | ED |
Consolidated Edison Inc
|
35,404 | $3,916,744 | |
| 6 | NEE |
Nextera Energy Inc
|
25,673 | $2,253,319 | |
| 7 | ES |
Eversource Energy
|
11,310 | $817,373 | |
| 8 | DUK |
Duke Energy CORP
|
4,404 | $557,458 |
All Filings in ETR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,748 | 1,800 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $267,192 | 2,378 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $262,408 | 2,839 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $257,483 | 2,763 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $237,972 | 2,863 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||