Position in ETR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$683,646
+$610 QoQ
Shares Held
5,952
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#680
of 1,321 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. ETR ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in ETR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,646 | 5,952 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $683,036 | 6,079 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $573,990 | 6,210 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $579,828 | 6,222 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $522,658 | 6,288 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $948,511 | 11,095 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $818,249 | 10,792 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $794,792 | 6,039 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $666,610 | 6,230 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $715,664 | 6,772 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $751,234 | 7,424 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $797,350 | 8,620 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $9,457,255 | 97,127 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $294,022 | 2,729 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $308,025 | 2,738 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $277,638 | 2,759 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $322,600 | 2,864 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $334,372 | 2,864 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $322,629 | 2,864 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||