Position in ETR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$426,130
+$9,275 QoQ
Shares Held
3,710
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#795
of 1,317 holders
Holding Since
Sep 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, 2026Legacy Edge Advisors, LLC holds $900,707 across 3 Utilities - Regulated Electric names. ETR ranks #1 (47.3% 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 | $426,130 | 3,710 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $416,855 | 3,710 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $343,654 | 3,718 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $308,375 | 3,710 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $328,281 | 3,840 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $291,148 | 3,840 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $230,054 | 1,748 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||