Position in ETR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$484,824
+$75,946 QoQ
Shares Held
4,221
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#771
of 1,321 holders
Holding Since
Jun 2022
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, 2026PINNACLE ASSOCIATES LTD holds $63,986,753 across 16 Utilities - Regulated Electric names. ETR ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
266,440 | $23,385,438 | |
| 2 | SO |
Southern Co
|
130,520 | $12,492,069 | |
| 3 | AEP |
American Electric Power Co Inc
|
31,951 | $4,371,216 | |
| 4 | D |
Dominion Energy, Inc
|
62,271 | $4,252,486 | |
| 5 | ED |
Consolidated Edison Inc
|
35,652 | $3,944,180 | |
| 6 | ES |
Eversource Energy
|
50,590 | $3,656,139 | |
| 7 | DUK |
Duke Energy CORP
|
28,537 | $3,612,213 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
38,959 | $3,161,912 |
All Filings in ETR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484,824 | 4,221 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $408,878 | 3,639 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $305,111 | 3,301 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $319,548 | 3,429 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $288,592 | 3,472 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $478,402 | 5,596 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $286,827 | 3,783 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $203,765 | 1,809 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||