Position in ETR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$570,509
+$13,316 QoQ
Shares Held
4,967
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#735
of 1,321 holders
Holding Since
Jun 2021
16 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, 2026B. Riley Wealth Advisors, Inc. holds $8,429,787 across 13 Utilities - Regulated Electric names. ETR ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,332 | $1,345,689 | |
| 2 | DUK |
Duke Energy CORP
|
10,151 | $1,284,913 | |
| 3 | SO |
Southern Co
|
10,899 | $1,043,143 | |
| 4 | ED |
Consolidated Edison Inc
|
8,907 | $985,381 | |
| 5 | NGG |
National Grid PLC
|
9,077 | $752,210 | |
| 6 | EVRG |
Evergy, Inc.
|
6,601 | $570,524 | |
| 7 | ETR |
Entergy Corp /De/
This page
|
4,967 | $570,509 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,777 | $516,731 |
All Filings in ETR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $570,509 | 4,967 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $557,193 | 4,959 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $466,771 | 5,050 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,010 | 4,389 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $421,584 | 5,072 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,830,294 | 24,140 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,720,932 | 13,076 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,029,340 | 9,620 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,008,504 | 9,543 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $912,733 | 9,020 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $882,727 | 9,543 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $872,922 | 8,965 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $971,814 | 9,020 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $579,487 | 5,151 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $443,878 | 4,411 | Shares | Other | 2022-11-22 | |
| 2021-06-30 | $268,492 | 2,693 | Shares | Other | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||