Position in ETR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,254,156
+$237,973 QoQ
Shares Held
10,919
+20.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 1,321 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 84%
Shared 7%
None 9%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Savant Capital, LLC holds $130,873,375 across 33 Utilities - Regulated Electric names. ETR ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
447,836 | $42,862,383 | |
| 2 | NEE |
Nextera Energy Inc
|
214,715 | $18,845,535 | |
| 3 | EVRG |
Evergy, Inc.
|
154,504 | $13,353,780 | |
| 4 | DUK |
Duke Energy CORP
|
77,815 | $9,849,822 | |
| 5 | AEP |
American Electric Power Co Inc
|
63,574 | $8,697,558 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
55,287 | $6,455,862 | |
| 7 | XEL |
Xcel Energy Inc
|
42,132 | $3,383,199 | |
| 8 | ED |
Consolidated Edison Inc
|
24,455 | $2,705,456 |
All Filings in ETR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,156 | 10,919 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,016,183 | 9,044 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $777,243 | 8,409 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $785,778 | 8,432 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $680,669 | 8,189 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $694,349 | 8,122 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $2,810,723 | 37,071 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,467,687 | 18,750 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,969,549 | 18,407 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $618,228 | 5,850 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $339,796 | 3,358 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $310,245 | 3,354 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $360,561 | 3,703 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $404,563 | 3,755 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $390,375 | 3,470 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $327,349 | 3,253 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $357,744 | 3,176 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $257,667 | 2,207 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $275,203 | 2,443 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $222,553 | 2,241 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $203,587 | 2,042 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $201,426 | 2,025 | Shares | Sole | 2021-05-04 | |
| 2020-09-30 | $200,705 | 2,037 | Shares | Sole | 2020-11-04 | |
| 2020-03-31 | $209,741 | 2,232 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||