Position in ETR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$243,043
New position
Shares Held
2,116
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#962
of 1,321 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. ETR ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,043 | 2,116 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||