Position in ETR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$571,773
New position
Shares Held
4,978
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#734
of 1,321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $22,236,531 across 18 Utilities - Regulated Electric names. ETR ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
44,927 | $3,943,242 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
31,602 | $2,564,818 | |
| 3 | SO |
Southern Co
|
23,627 | $2,261,340 | |
| 4 | DUK |
Duke Energy CORP
|
16,879 | $2,136,543 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,599 | $1,997,289 | |
| 6 | EIX |
Edison International
|
22,416 | $1,668,871 | |
| 7 | EXC |
Exelon Corp
|
30,649 | $1,428,856 | |
| 8 | XEL |
Xcel Energy Inc
|
14,290 | $1,147,487 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,773 | 4,978 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||