Position in ETR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$252,472
+$43,950 QoQ
Shares Held
2,247
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPITAL ADVISORS INC/OK holds $104,495,648 across 7 Utilities - Regulated Electric names. ETR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,039,289 | $100,312,174 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,558 | $1,121,782 | |
| 3 | NEE |
Nextera Energy Inc
|
9,328 | $866,384 | |
| 4 | DUK |
Duke Energy CORP
|
6,258 | $819,422 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
5,156 | $596,910 | |
| 6 | OGE |
Oge Energy Corp.
|
10,978 | $526,504 | |
| 7 | ETR |
Entergy Corp /De/
This page
|
2,247 | $252,472 |
All Filings in ETR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,472 | 2,247 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $208,522 | 2,256 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $210,888 | 2,263 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||