Position in ETR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,911,183
+$63,636 QoQ
Shares Held
42,758
-0.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#362
of 1,321 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $9,894,107 across 4 Utilities - Regulated Electric names. ETR ranks #1 (49.6% of the industry book) .
All Filings in ETR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,911,183 | 42,758 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,847,547 | 43,143 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,017,469 | 43,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,067,370 | 43,646 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,611,730 | 43,452 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,755,832 | 43,933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,318,034 | 43,762 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,879,495 | 21,879 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,366,947 | 22,121 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,326,650 | 22,016 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,213,227 | 21,872 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $2,073,295 | 22,414 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,195,498 | 22,548 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,434,816 | 22,599 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,571,975 | 22,862 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,313,684 | 22,992 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,607,616 | 23,150 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,716,422 | 23,267 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,645,472 | 23,484 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,320,676 | 23,368 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,325,801 | 23,328 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,296,662 | 23,089 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||