Position in ETR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$551,213
+$34,470 QoQ
Shares Held
4,799
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#739
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, 2026Optivise Advisory Services LLC holds $1,043,533 across 3 Utilities - Regulated Electric names. ETR ranks #1 (52.8% of the industry book) .
All Filings in ETR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,213 | 4,799 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $516,743 | 4,599 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $425,085 | 4,599 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $428,580 | 4,599 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $382,102 | 4,597 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $392,912 | 4,596 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $344,829 | 4,548 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $299,281 | 2,274 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $243,318 | 2,274 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||