Position in ETR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,114,142
+$52,340 QoQ
Shares Held
9,700
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#588
of 1,321 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Private Wealth Partners, LLC holds $5,443,617 across 5 Utilities - Regulated Electric names. ETR ranks #3 (20.5% of the industry book) .
All Filings in ETR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,114,142 | 9,700 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,061,802 | 9,450 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||