Position in ETR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,033
-$9,504 QoQ
Shares Held
9
-92.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,295
of 1,321 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JNBA Financial Advisors holds $1,643,454 across 20 Utilities - Regulated Electric names. ETR ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
4,061 | $326,098 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,618 | $221,358 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,664 | $194,305 | |
| 4 | LNT |
Alliant Energy Corp
|
2,179 | $166,235 | |
| 5 | CNP |
Centerpoint Energy Inc
|
2,918 | $128,508 | |
| 6 | SO |
Southern Co
|
1,262 | $120,786 | |
| 7 | NEE |
Nextera Energy Inc
|
1,363 | $119,630 | |
| 8 | EIX |
Edison International
|
1,373 | $102,219 |
All Filings in ETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,033 | 9 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $10,537 | 114 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,623 | 114 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $9,475 | 114 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,745 | 114 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $8,643 | 114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,501 | 57 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||