Position in ETR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,565,886
+$60,262 QoQ
Shares Held
13,633
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#528
of 1,317 holders
Holding Since
Sep 2020
19 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. ETR ranks #7 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
This page
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in ETR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,886 | 13,633 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,505,624 | 13,400 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,282,188 | 13,872 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,283,599 | 13,774 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $915,483 | 11,014 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,029,556 | 12,043 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,669,101 | 22,014 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,263,324 | 9,599 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,106,808 | 10,344 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,089,349 | 10,308 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $921,031 | 9,102 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $777,925 | 8,410 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $468,739 | 4,814 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $269,457 | 2,501 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $238,837 | 2,123 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $231,024 | 2,051 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $258,834 | 2,217 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $238,367 | 2,116 | Shares | Sole | 2022-02-10 | |
| 2020-09-30 | $13,498 | 137 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||