Position in ETR
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$786,520
+$479,006 QoQ
Shares Held
7,000
+110.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 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, 2026SeaCrest Wealth Management, LLC holds $6,171,794 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
9,598 | $1,452,177 | |
| 2 | SO |
Southern Co
|
10,461 | $1,001,222 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,869 | $802,937 | |
| 4 | DUK |
Duke Energy CORP
|
4,690 | $593,660 | |
| 5 | NEE |
Nextera Energy Inc
|
6,563 | $576,034 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,622 | $456,281 | |
| 7 | D |
Dominion Energy, Inc
|
6,382 | $435,826 | |
| 8 | ED |
Consolidated Edison Inc
|
3,105 | $343,506 |
All Filings in ETR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $786,520 | 7,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $307,514 | 3,327 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $310,043 | 3,327 | Shares | Sole | 2025-11-13 | |
| 2023-12-31 | $312,879 | 3,092 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $291,930 | 3,156 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $309,928 | 3,183 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $343,906 | 3,192 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $345,937 | 3,075 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $310,041 | 3,081 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $358,307 | 3,181 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $365,544 | 3,131 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $353,833 | 3,141 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $283,728 | 2,857 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $291,722 | 2,926 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $286,573 | 2,881 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $287,339 | 2,878 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $283,569 | 2,878 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $270,923 | 2,888 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $273,922 | 2,915 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||