Position in ETR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$8,041,808
+$181,215 QoQ
Shares Held
70,014
+0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#297
of 1,317 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026United Asset Strategies, Inc. holds $34,393,612 across 9 Utilities - Regulated Electric names. ETR ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
111,547 | $14,119,619 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
70,014 | $8,041,808 | |
| 3 | LNT |
Alliant Energy Corp
|
80,414 | $6,134,784 | |
| 4 | FE |
Firstenergy Corp
|
37,710 | $1,792,733 | |
| 5 | NEE |
Nextera Energy Inc
|
19,717 | $1,730,561 | |
| 6 | ES |
Eversource Energy
|
13,606 | $983,305 | |
| 7 | ED |
Consolidated Edison Inc
|
5,884 | $650,946 | |
| 8 | D |
Dominion Energy, Inc
|
8,562 | $584,698 |
All Filings in ETR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,041,808 | 70,014 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $7,860,593 | 69,959 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,187,357 | 142,674 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,084,248 | 140,404 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,373,143 | 136,828 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,942,136 | 163,085 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,149,220 | 292,129 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $19,326,796 | 146,849 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $15,449,837 | 144,391 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $14,734,856 | 139,429 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,652,655 | 134,921 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,610,830 | 39,036 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,287,150 | 95,380 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $10,146,306 | 94,174 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||