Position in ETR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,752,189
+$82,295 QoQ
Shares Held
15,255
+2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#505
of 1,321 holders
Holding Since
Mar 2021
5 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, 2026WealthShield Partners, LLC holds $6,172,765 across 3 Utilities - Regulated Electric names. ETR ranks #3 (28.4% of the industry book) .
All Filings in ETR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,752,189 | 15,255 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,669,894 | 14,862 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,057,214 | 11,438 | Shares | Sole | 2026-02-03 | |
| 2021-06-30 | $27,018 | 271 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $9,549 | 96 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||