Position in ETR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$369,964
+$8,053 QoQ
Shares Held
3,221
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#839
of 1,330 holders
Holding Since
Mar 2020
24 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, 2026ATLAS CAPITAL ADVISORS INC. holds $2,516,489 across 21 Utilities - Regulated Electric names. ETR ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
8,884 | $661,413 | |
| 2 | KEP |
Korea Electric Power Corp
|
39,235 | $474,743 | |
| 3 | ETR |
Entergy Corp /De/
This page
|
3,221 | $369,964 | |
| 4 | AEE |
Ameren Corp
|
1,425 | $161,082 | |
| 5 | D |
Dominion Energy, Inc
|
2,038 | $139,175 | |
| 6 | PCG |
PG&E Corp
|
6,735 | $113,282 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,980 | $87,199 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
726 | $77,682 |
All Filings in ETR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,964 | 3,221 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $361,911 | 3,221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $411,128 | 4,448 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $502,709 | 6,048 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $612,877 | 7,169 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $656,373 | 8,657 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $739,253 | 5,617 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $379,422 | 3,546 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $41,849 | 396 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $14,166 | 140 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $12,950 | 140 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,631 | 140 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $18,531 | 172 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $19,350 | 172 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $17,308 | 172 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $19,374 | 172 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $51,370 | 440 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $40,441 | 359 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $35,652 | 359 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $35,792 | 359 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $35,709 | 359 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $246,005 | 2,464 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $298,034 | 3,177 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $413,374 | 4,399 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||