Position in ETR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$492,979
+$16,685 QoQ
Shares Held
4,292
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#765
of 1,321 holders
Holding Since
Jun 2024
9 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, 2026LCM Capital Management Inc holds $2,263,647 across 7 Utilities - Regulated Electric names. ETR ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
This page
|
4,292 | $492,979 | |
| 2 | SO |
Southern Co
|
4,191 | $401,120 | |
| 3 | DUK |
Duke Energy CORP
|
2,629 | $332,778 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,204 | $301,529 | |
| 5 | XEL |
Xcel Energy Inc
|
3,561 | $285,948 | |
| 6 | NEE |
Nextera Energy Inc
|
2,840 | $249,266 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,713 | $200,027 |
All Filings in ETR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,979 | 4,292 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $476,294 | 4,239 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $394,768 | 4,271 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $390,559 | 4,191 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $348,355 | 4,191 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $354,441 | 4,146 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $314,501 | 4,148 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $272,959 | 2,074 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $228,980 | 2,140 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||