Position in ETR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$672,275
-$51,548 QoQ
Shares Held
5,853
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#684
of 1,321 holders
Holding Since
Mar 2020
16 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, 2026Wealthspire Advisors, LLC holds $21,381,387 across 18 Utilities - Regulated Electric names. ETR ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,421 | $5,566,461 | |
| 2 | DUK |
Duke Energy CORP
|
19,524 | $2,471,347 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,222 | $1,945,711 | |
| 4 | ED |
Consolidated Edison Inc
|
13,533 | $1,497,155 | |
| 5 | SO |
Southern Co
|
14,045 | $1,344,246 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
11,268 | $1,315,764 | |
| 7 | EXC |
Exelon Corp
|
27,601 | $1,286,758 | |
| 8 | D |
Dominion Energy, Inc
|
16,470 | $1,124,736 |
All Filings in ETR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,275 | 5,853 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $723,823 | 6,442 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $878,085 | 9,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $570,322 | 6,120 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $559,231 | 6,728 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $588,855 | 6,888 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $531,194 | 7,006 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $453,791 | 3,448 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $361,125 | 3,375 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $365,969 | 3,463 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $392,920 | 3,883 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $325,230 | 3,516 | Shares | Sole | 2023-11-06 | |
| 2021-12-31 | $212,457 | 1,886 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $227,288 | 2,285 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $235,223 | 2,356 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $201,847 | 2,148 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||