Position in ETR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,620,444
+$384,148 QoQ
Shares Held
14,108
+28.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#525
of 1,321 holders
Holding Since
Sep 2025
4 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. ETR ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
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|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in ETR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,620,444 | 14,108 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,236,296 | 11,003 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $880,857 | 9,530 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $603,405 | 6,475 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||