Position in ETR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$219,382
New position
Shares Held
1,910
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#990
of 1,317 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Roundview Capital LLC holds $4,272,150 across 7 Utilities - Regulated Electric names. ETR ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,576 | $1,367,105 | |
| 2 | DUK |
Duke Energy CORP
|
6,901 | $873,528 | |
| 3 | SO |
Southern Co
|
8,524 | $815,832 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,309 | $430,878 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,548 | $348,591 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
1,910 | $219,382 | |
| 7 | ED |
Consolidated Edison Inc
|
1,960 | $216,834 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,382 | 1,910 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||