Position in ETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,945,037
-$1,014,765 QoQ
Shares Held
51,759
-16.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#334
of 1,321 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. ETR ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in ETR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,945,037 | 51,759 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,959,802 | 61,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,792,772 | 62,672 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $6,070,396 | 65,140 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,376,201 | 64,680 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,679,784 | 66,438 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,378,337 | 110,503 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $16,261,073 | 123,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,619,580 | 117,940 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,429,074 | 127,073 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,835,526 | 107,081 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $4,099,877 | 44,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,605,795 | 47,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,447,594 | 13,436 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,153,125 | 10,250 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $227,222 | 2,258 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $424,089 | 3,765 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||