Position in ETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$50,882
+$321 QoQ
Shares Held
443
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,127
of 1,321 holders
Holding Since
Sep 2024
8 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, 2026Coastline Trust Co holds $3,598,726 across 13 Utilities - Regulated Electric names. ETR ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,082 | $1,411,516 | |
| 2 | LNT |
Alliant Energy Corp
|
10,650 | $812,488 | |
| 3 | ED |
Consolidated Edison Inc
|
3,300 | $365,079 | |
| 4 | SO |
Southern Co
|
3,073 | $294,116 | |
| 5 | XEL |
Xcel Energy Inc
|
3,125 | $250,937 | |
| 6 | DUK |
Duke Energy CORP
|
1,266 | $160,250 | |
| 7 | AEP |
American Electric Power Co Inc
|
846 | $115,741 | |
| 8 | D |
Dominion Energy, Inc
|
972 | $66,377 |
All Filings in ETR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,882 | 443 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $50,561 | 450 | Shares | Defined | 2026-04-03 | |
| 2025-12-31 | $41,962 | 454 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $42,307 | 454 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $37,736 | 454 | Shares | Defined | 2025-07-17 | |
| 2025-03-31 | $39,495 | 462 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $35,028 | 462 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $31,323 | 238 | Shares | Defined | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||