Position in ETR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$76,726
+$1,670 QoQ
Shares Held
668
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,099
of 1,321 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $2,977,463 across 17 Utilities - Regulated Electric names. ETR ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,068 | $768,087 | |
| 2 | NEE |
Nextera Energy Inc
|
5,775 | $506,871 | |
| 3 | ED |
Consolidated Edison Inc
|
3,843 | $425,151 | |
| 4 | D |
Dominion Energy, Inc
|
5,329 | $363,917 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,269 | $310,421 | |
| 6 | PCG |
PG&E Corp
|
10,537 | $177,232 | |
| 7 | SO |
Southern Co
|
994 | $95,135 | |
| 8 | EVRG |
Evergy, Inc.
|
956 | $82,627 |
All Filings in ETR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,726 | 668 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $75,056 | 668 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $60,079 | 650 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $60,573 | 650 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $54,028 | 650 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $55,568 | 650 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $50,496 | 666 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $43,826 | 333 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $35,631 | 333 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $35,191 | 333 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $30,357 | 300 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $27,750 | 300 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $29,211 | 300 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $32,322 | 300 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $33,750 | 300 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||