Position in ETR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$380,900
+$67,563 QoQ
Shares Held
3,390
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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 Mar 31, 2026FRG Family Wealth Advisors LLC holds $2,902,217 across 4 Utilities - Regulated Electric names. ETR ranks #3 (13.1% of the industry book) .
All Filings in ETR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $380,900 | 3,390 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $313,337 | 3,390 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $315,914 | 3,390 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $281,776 | 3,390 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $289,811 | 3,390 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $257,029 | 3,390 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $223,078 | 1,695 | Shares | Sole | 2024-11-18 | |
| 2024-03-31 | $179,127 | 1,695 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||