Position in ETR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,798,219
+$116,299 QoQ
Shares Held
24,362
+2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#436
of 1,319 holders
Holding Since
Mar 2020
26 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. ETR ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
This page
|
24,362 | $2,798,219 |
All Filings in ETR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,798,219 | 24,362 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,681,920 | 23,869 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,215,177 | 23,966 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,675,463 | 17,979 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,472,553 | 17,716 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $1,132,229 | 13,244 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $970,344 | 12,798 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $854,412 | 6,492 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $706,949 | 6,607 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $684,489 | 6,477 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $624,038 | 6,167 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $697,912 | 7,545 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $760,751 | 7,813 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $857,071 | 7,955 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $970,875 | 8,630 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $880,915 | 8,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,019,054 | 9,047 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $365,310 | 3,129 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $312,491 | 2,774 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $272,407 | 2,743 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $342,270 | 3,433 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $311,540 | 3,132 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $314,296 | 3,148 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $286,131 | 2,904 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $217,263 | 2,316 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $261,142 | 2,779 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||