Position in ETR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$303,574
-$21,595 QoQ
Shares Held
2,643
-8.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#889
of 1,321 holders
Holding Since
Mar 2023
12 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, 2026WEALTH ALLIANCE, LLC holds $16,428,532 across 13 Utilities - Regulated Electric names. ETR ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
30,300 | $2,659,431 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
22,729 | $2,654,065 | |
| 3 | DUK |
Duke Energy CORP
|
18,450 | $2,335,401 | |
| 4 | NGG |
National Grid PLC
|
22,309 | $1,848,746 | |
| 5 | FE |
Firstenergy Corp
|
37,597 | $1,787,361 | |
| 6 | PPL |
PPL Corp
|
34,332 | $1,247,968 | |
| 7 | XEL |
Xcel Energy Inc
|
12,129 | $973,958 | |
| 8 | SO |
Southern Co
|
7,678 | $734,861 |
All Filings in ETR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $303,574 | 2,643 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $325,169 | 2,894 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $268,786 | 2,908 | Shares | Defined | 2026-02-13 | |
| 2025-03-31 | $786,251 | 9,197 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $830,759 | 10,957 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $1,088,546 | 8,271 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $896,874 | 8,382 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $903,141 | 8,546 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $829,859 | 8,201 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $749,250 | 8,100 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $566,693 | 5,820 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $654,520 | 6,075 | Shares | Defined | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||