Position in ETR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$776,109
+$57,005 QoQ
Shares Held
6,757
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#650
of 1,319 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $55,859,595 across 10 Utilities - Regulated Electric names. ETR ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
451,739 | $39,649,131 | |
| 2 | DUK |
Duke Energy CORP
|
86,020 | $10,888,410 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,405 | $1,423,507 | |
| 4 | ETR |
Entergy Corp /De/
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|
6,757 | $776,109 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
6,569 | $767,061 | |
| 6 | EXC |
Exelon Corp
|
16,201 | $755,290 | |
| 7 | SO |
Southern Co
|
7,801 | $746,633 | |
| 8 | ED |
Consolidated Edison Inc
|
3,451 | $381,784 |
All Filings in ETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,109 | 6,757 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $719,104 | 6,400 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $585,174 | 6,331 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $603,684 | 6,478 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $513,266 | 6,175 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $509,947 | 5,965 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $457,270 | 6,031 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||