Position in ETR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$373,869
+$48,587 QoQ
Shares Held
3,255
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#833
of 1,321 holders
Holding Since
Mar 2022
18 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, 2026Legacy Financial Advisors, Inc. holds $8,280,865 across 17 Utilities - Regulated Electric names. ETR ranks #10 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,652 | $1,022,696 | |
| 2 | DUK |
Duke Energy CORP
|
7,567 | $957,830 | |
| 3 | XEL |
Xcel Energy Inc
|
10,827 | $869,408 | |
| 4 | EIX |
Edison International
|
8,212 | $611,383 | |
| 5 | SO |
Southern Co
|
6,387 | $611,299 | |
| 6 | PCG |
PG&E Corp
|
34,536 | $580,895 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,272 | $447,642 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,206 | $422,518 |
All Filings in ETR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,869 | 3,255 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $325,282 | 2,895 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,855 | 2,595 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $310,975 | 3,337 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $356,086 | 4,284 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,322,530 | 15,470 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,218,958 | 16,077 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,322,548 | 10,049 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,233,068 | 11,524 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,230,009 | 11,639 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,120,274 | 11,071 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $667,850 | 7,220 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,127 | 5,845 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $229,809 | 2,133 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $233,100 | 2,072 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $205,989 | 2,047 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $231,475 | 2,055 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $240,388 | 2,059 | Shares | Sole | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||