Position in ETR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$689,160
+$15,000 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#673
of 1,321 holders
Holding Since
Sep 2024
8 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, 2026Westover Capital Advisors, LLC holds $2,155,310 across 6 Utilities - Regulated Electric names. ETR ranks #1 (32.0% of the industry book) .
All Filings in ETR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,160 | 6,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $674,160 | 6,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $554,580 | 6,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $559,140 | 6,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $498,720 | 6,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $512,940 | 6,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $272,952 | 3,600 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $236,898 | 1,800 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||