Position in ETR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$243,962
-$14,578 QoQ
Shares Held
2,124
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#958
of 1,319 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $790,230 across 3 Utilities - Regulated Electric names. ETR ranks #3 (30.9% of the industry book) .
All Filings in ETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,962 | 2,124 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $258,540 | 2,301 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $221,184 | 2,393 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $333,061 | 3,574 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $301,060 | 3,622 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $419,071 | 4,902 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $334,896 | 4,417 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||