Position in ETR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,513,737
+$1,402,082 QoQ
Shares Held
66,872
+1.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. ETR ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
|
62,480 | $4,847,198 |
All Filings in ETR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,513,737 | 66,872 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,111,655 | 66,122 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,148,861 | 65,982 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,289,357 | 15,512 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,673,466 | 19,575 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,552,449 | 73,232 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,500,984 | 38,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,529,511 | 28,589 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,553,654 | 29,403 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,765,765 | 34,900 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,639,840 | 35,456 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||