Position in ETR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$96,425,216
+$13,868,313 QoQ
Shares Held
858,181
-3.9% QoQ
Ownership
0.187%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Epoch Investment Partners, Inc. holds $465,278,574 across 10 Utilities - Regulated Electric names. ETR ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
899,618 | $117,921,926 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
858,181 | $96,425,216 | |
| 3 | NEE |
Nextera Energy Inc
|
908,642 | $84,394,668 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
498,231 | $50,196,772 | |
| 5 | DUK |
Duke Energy CORP
|
374,011 | $48,972,999 | |
| 6 | LNT |
Alliant Energy Corp
|
211,449 | $15,173,579 | |
| 7 | CMS |
Cms Energy Corp
|
175,763 | $13,635,693 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
113,463 | $13,135,610 |
All Filings in ETR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,425,216 | 858,181 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $82,556,903 | 893,183 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $89,451,681 | 959,885 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $87,689,271 | 1,054,972 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $105,663,673 | 1,235,977 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $100,834,306 | 1,329,917 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,534,176 | 464,010 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $27,462,137 | 513,311 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $27,899,148 | 527,993 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $30,780,730 | 608,375 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $29,558,003 | 639,092 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $34,460,312 | 707,822 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $41,075,658 | 762,496 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $41,983,256 | 746,369 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $36,700,463 | 729,414 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $41,758,518 | 741,451 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $47,676,613 | 816,730 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $49,510,519 | 879,015 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $52,314,024 | 1,053,550 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $54,097,468 | 1,085,205 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $61,483,152 | 1,236,215 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $68,632,861 | 1,374,857 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $69,826,436 | 1,417,364 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $69,178,917 | 1,474,873 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $73,832,980 | 1,571,416 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||