Position in ETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,367
New position
Shares Held
2,084
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#966
of 1,321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 7%
Shared 0%
None 93%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $44,914,548 across 23 Utilities - Regulated Electric names. ETR ranks #22 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
273,000 | $23,961,208 | |
| 2 | SO |
Southern Co
|
33,350 | $3,191,926 | |
| 3 | DTE |
Dte Energy Co
|
15,030 | $2,290,120 | |
| 4 | DUK |
Duke Energy CORP
|
16,984 | $2,149,831 | |
| 5 | XEL |
Xcel Energy Inc
|
20,279 | $1,628,402 | |
| 6 | EXC |
Exelon Corp
|
28,172 | $1,313,377 | |
| 7 | FE |
Firstenergy Corp
|
23,774 | $1,130,215 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
9,104 | $1,063,072 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,367 | 2,084 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||