Position in ETR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,508,341
+$60,920 QoQ
Shares Held
13,132
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#538
of 1,321 holders
Holding Since
Mar 2020
26 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, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. ETR ranks #6 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in ETR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,508,341 | 13,132 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,447,421 | 12,882 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,205,194 | 13,039 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,241,849 | 13,326 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,022,957 | 12,307 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,072,728 | 12,548 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $852,065 | 11,238 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $741,753 | 5,636 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $599,842 | 5,606 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $572,996 | 5,422 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $545,414 | 5,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $492,747 | 5,327 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $528,426 | 5,427 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $573,500 | 5,323 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $596,700 | 5,304 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $534,043 | 5,307 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $584,826 | 5,192 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $599,628 | 5,136 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $578,345 | 5,134 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $508,963 | 5,125 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $515,947 | 5,175 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $514,757 | 5,175 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $511,680 | 5,125 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $495,113 | 5,025 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $471,395 | 5,025 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $473,232 | 5,036 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||