Position in ETR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$3,329,898
-$465,183 QoQ
Shares Held
29,636
-27.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SVB WEALTH LLC holds $5,436,838 across 4 Utilities - Regulated Electric names.
All Filings in ETR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,329,898 | 29,636 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,795,081 | 41,059 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,160,931 | 44,650 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,365,460 | 52,520 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,593,500 | 77,126 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,062,233 | 119,523 | Shares | Sole | 2025-02-05 | |
| 2024-06-30 | $7,002,508 | 65,444 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $406,867 | 3,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $318,343 | 3,146 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $232,452 | 2,513 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $228,526 | 2,347 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $300,594 | 2,790 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $306,225 | 2,722 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $301,788 | 2,999 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $203,990 | 1,811 | Shares | Sole | 2022-08-16 | |
| 2020-06-30 | $216,513 | 2,308 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $220,077 | 2,342 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||