Position in ETR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$395,348
+$100,965 QoQ
Shares Held
3,442
+31.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#817
of 1,321 holders
Holding Since
Sep 2025
4 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, 2026Essex Financial Services, Inc. holds $18,105,192 across 19 Utilities - Regulated Electric names. ETR ranks #13 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
42,812 | $3,757,609 | |
| 2 | SO |
Southern Co
|
37,207 | $3,561,081 | |
| 3 | DUK |
Duke Energy CORP
|
15,657 | $1,981,863 | |
| 4 | ES |
Eversource Energy
|
20,910 | $1,511,165 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,643 | $1,045,638 | |
| 6 | D |
Dominion Energy, Inc
|
13,750 | $938,987 | |
| 7 | ED |
Consolidated Edison Inc
|
6,151 | $680,485 | |
| 8 | EIX |
Edison International
|
7,521 | $559,938 |
All Filings in ETR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,348 | 3,442 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $294,383 | 2,620 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $283,575 | 3,068 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $281,620 | 3,022 | Shares | Defined | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||