Position in ETR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$669,289
+$28,500 QoQ
Shares Held
5,827
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#687
of 1,321 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $9,980,608 across 5 Utilities - Regulated Electric names. ETR ranks #4 (6.7% of the industry book) .
All Filings in ETR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,289 | 5,827 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $640,789 | 5,703 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $539,606 | 5,838 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $563,519 | 6,047 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $519,167 | 6,246 | Shares | Sole | 2025-08-01 | |
| 2020-12-31 | $806,208 | 8,075 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,193,493 | 12,113 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $4,784,591 | 51,003 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $6,288,001 | 66,915 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||