Position in ETR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,227
+$1,115 QoQ
Shares Held
446
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,125
of 1,321 holders
Holding Since
Sep 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 Jun 30, 2026Cetera Trust Company, N.A holds $1,790,312 across 5 Utilities - Regulated Electric names. ETR ranks #3 (2.9% of the industry book) .
All Filings in ETR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,227 | 446 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,112 | 446 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,223 | 446 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,562 | 446 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,071 | 446 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $38,128 | 446 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $33,815 | 446 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $29,349 | 223 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||