Position in ETR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$275,204
-$52,887 QoQ
Shares Held
2,396
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#921
of 1,321 holders
Holding Since
Jun 2024
9 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, 2026Alliance Wealth Advisors, LLC holds $2,872,187 across 7 Utilities - Regulated Electric names. ETR ranks #5 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
25,428 | $924,307 | |
| 2 | EIX |
Edison International
|
7,249 | $539,688 | |
| 3 | DUK |
Duke Energy CORP
|
2,791 | $353,284 | |
| 4 | D |
Dominion Energy, Inc
|
4,184 | $285,725 | |
| 5 | ETR |
Entergy Corp /De/
This page
|
2,396 | $275,204 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,274 | $265,534 | |
| 7 | ES |
Eversource Energy
|
3,161 | $228,445 |
All Filings in ETR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,204 | 2,396 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $328,091 | 2,920 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $270,727 | 2,929 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $539,570 | 5,790 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $468,381 | 5,635 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $476,093 | 5,569 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $389,714 | 5,140 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $341,001 | 2,591 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $267,393 | 2,499 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||