Position in ETR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,990,867
-$2,826,937 QoQ
Shares Held
86,983
-23.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#263
of 1,321 holders
Holding Since
Mar 2020
26 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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. ETR ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in ETR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,990,867 | 86,983 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $12,817,804 | 114,078 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $9,099,271 | 98,445 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,817,451 | 94,618 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $8,343,834 | 100,383 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,619,272 | 100,822 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,656,616 | 87,795 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,752,936 | 43,712 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,685,637 | 43,791 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,578,691 | 43,326 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,135,129 | 40,865 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,845,855 | 30,766 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,841,451 | 29,182 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,481,833 | 32,317 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,454,312 | 30,705 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,923,905 | 29,056 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,737,922 | 15,429 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,774,950 | 15,203 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,489,683 | 13,224 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,359,653 | 13,691 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,315,641 | 13,196 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,269,237 | 12,760 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,341,350 | 13,435 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,018,110 | 10,333 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,025,624 | 10,933 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,107,624 | 11,787 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||