Position in ETR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,476,064
+$156,461 QoQ
Shares Held
117,326
-1.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#229
of 1,321 holders
Holding Since
Dec 2023
11 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, 2026Edgemoor Investment Advisors, Inc. holds $72,081,058 across 10 Utilities - Regulated Electric names. ETR ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
123,349 | $16,875,376 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
117,326 | $13,476,064 | |
| 3 | NEE |
Nextera Energy Inc
|
100,375 | $8,809,913 | |
| 4 | EVRG |
Evergy, Inc.
|
94,683 | $8,183,451 | |
| 5 | CNP |
Centerpoint Energy Inc
|
167,306 | $7,368,156 | |
| 6 | SO |
Southern Co
|
75,202 | $7,197,583 | |
| 7 | ES |
Eversource Energy
|
86,228 | $6,231,697 | |
| 8 | XEL |
Xcel Energy Inc
|
32,964 | $2,647,009 |
All Filings in ETR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,476,064 | 117,326 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $13,319,603 | 118,544 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,914,319 | 118,082 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,086,534 | 118,967 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $10,044,885 | 120,848 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,583,662 | 123,800 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,466,885 | 124,860 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,289,192 | 62,983 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,591,093 | 61,599 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,119,611 | 57,907 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,198,130 | 51,370 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||