Position in ETR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$328,844
+$119,743 QoQ
Shares Held
2,863
+53.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#869
of 1,321 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Florida Trust Wealth Management Co holds $78,573,738 across 14 Utilities - Regulated Electric names. ETR ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
276,800 | $24,294,735 | |
| 2 | SO |
Southern Co
|
203,535 | $19,480,334 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
149,036 | $12,095,761 | |
| 4 | DUK |
Duke Energy CORP
|
76,697 | $9,708,305 | |
| 5 | D |
Dominion Energy, Inc
|
67,185 | $4,588,062 | |
| 6 | GNE |
Genie Energy Ltd.
|
271,939 | $3,929,518 | |
| 7 | XEL |
Xcel Energy Inc
|
19,919 | $1,599,495 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,423 | $741,920 |
All Filings in ETR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,844 | 2,863 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $209,101 | 1,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,351 | 2,503 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $215,175 | 2,309 | Shares | Defined | 2025-10-29 | |
| 2025-03-31 | $202,696 | 2,371 | Shares | Defined | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||