Position in ETR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$80,562
+$13,089 QoQ
Shares Held
717
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sound Income Strategies, LLC holds $24,310,440 across 10 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
254,130 | $18,365,975 | |
| 2 | EIX |
Edison International
|
28,850 | $2,147,882 | |
| 3 | NEE |
Nextera Energy Inc
|
16,158 | $1,418,187 | |
| 4 | EVRG |
Evergy, Inc.
|
7,378 | $637,680 | |
| 5 | SO |
Southern Co
|
4,930 | $471,850 | |
| 6 | DUK |
Duke Energy CORP
|
2,720 | $344,297 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,220 | $259,229 | |
| 8 | D |
Dominion Energy, Inc
|
3,524 | $240,653 |
All Filings in ETR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,562 | 717 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $67,473 | 730 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $88,437 | 949 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $128,669 | 1,548 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $313,235 | 3,664 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $304,265 | 4,013 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,947,396 | 98,377 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $10,095,450 | 94,350 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $9,344,754 | 88,425 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,332,490 | 82,345 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,137,022 | 77,157 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $6,957,475 | 71,454 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $4,593,602 | 42,636 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $4,153,837 | 36,923 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $3,291,003 | 32,704 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,224,883 | 28,630 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,998,256 | 25,681 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,225,400 | 19,755 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,791,254 | 18,037 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,582,338 | 15,871 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,209,853 | 12,163 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $999,198 | 10,008 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $1,432,330 | 14,537 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,286,993 | 24,379 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,055,311 | 21,872 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||