Waverly Advisors, LLC

Position in ETR — Entergy Corp /De/

CIK 1568787 BIRMINGHAM, AL

Position in ETR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,218,406

+$742,108 QoQ

Shares Held

19,314

+47.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#467

of 1,321 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Utilities · as of Jun 30, 2026

Waverly Advisors, LLC holds $132,199,298 across 27 Utilities - Regulated Electric names. ETR ranks #9 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,945	$33,301,815
2	AEP	American Electric Power Co Inc	185,178	$25,334,202
3	NEE	Nextera Energy Inc	193,331	$16,968,661
4	DUK	Duke Energy CORP	126,743	$16,043,128
5	D	Dominion Energy, Inc	106,769	$7,291,255
6	XEL	Xcel Energy Inc	73,580	$5,908,473
7	EXC	Exelon Corp	102,569	$4,781,766
8	DTE	Dte Energy Co	26,700	$4,068,279

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,218,406	19,314	+47.0%	Shares	Sole	2026-08-14
2026-03-31	$1,476,298	13,139	+8.3%	Shares	Sole	2026-05-15
2025-12-31	$1,121,360	12,132	+27.7%	Shares	Sole	2026-02-17
2025-09-30	$885,398	9,501	+2.9%	Shares	Sole	2025-11-14
2025-06-30	$767,446	9,233	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$788,132	9,219	+1.3%	Shares	Sole	2025-05-15
2024-12-31	$690,189	9,103	+244.7%	Shares	Sole	2025-02-14
2024-09-30	$347,582	2,641	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$281,089	2,627	+13.8%	Shares	Sole	2024-08-14
2024-03-31	$244,015	2,309	+6.7%	Shares	Sole	2024-05-15
2023-12-31	$219,076	2,165	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.