Position in ETR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,549,202
+$180,878 QoQ
Shares Held
22,194
+5.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#448
of 1,321 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. ETR ranks #12 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in ETR
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,549,202 | 22,194 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,368,324 | 21,078 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,587,669 | 17,177 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,421,892 | 15,258 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,144,146 | 13,765 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,163,945 | 13,615 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $985,962 | 13,004 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $815,718 | 6,198 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $691,434 | 6,462 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $652,256 | 6,172 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $491,985 | 4,862 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $367,502 | 3,973 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $386,753 | 3,972 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $355,326 | 3,298 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $356,287 | 3,167 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $302,996 | 3,011 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $332,175 | 2,949 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $242,489 | 2,077 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $221,131 | 1,963 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $206,266 | 2,077 | Shares | Sole | 2022-02-15 | |
| 2020-03-31 | $358,871 | 3,819 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||