Position in ETR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$233,821
New position
Shares Held
2,081
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 14%
Shared 0%
None 86%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Calamos Wealth Management LLC holds $32,745,086 across 6 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
219,644 | $21,022,127 | |
| 2 | NEE |
Nextera Energy Inc
|
101,569 | $8,914,711 | |
| 3 | ED |
Consolidated Edison Inc
|
9,669 | $1,069,681 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,747 | $923,057 | |
| 5 | DUK |
Duke Energy CORP
|
4,416 | $558,977 | |
| 6 | CNP |
Centerpoint Energy Inc
|
5,825 | $256,533 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $233,821 | 2,081 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||