Position in ETR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$340,215
+$7,405 QoQ
Shares Held
2,962
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#861
of 1,321 holders
Holding Since
Dec 2021
12 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, 2026YHB Investment Advisors, Inc. holds $10,676,727 across 4 Utilities - Regulated Electric names. ETR ranks #2 (3.2% of the industry book) .
All Filings in ETR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340,215 | 2,962 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $332,810 | 2,962 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $273,777 | 2,962 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $276,028 | 2,962 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $260,498 | 3,134 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $267,925 | 3,134 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $264,308 | 3,486 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $240,977 | 1,831 | Shares | Sole | 2024-10-22 | |
| 2022-12-31 | $205,987 | 1,831 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $206,243 | 1,831 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $213,769 | 1,831 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $206,262 | 1,831 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||