Position in ETR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$18,837
+$523 QoQ
Shares Held
164
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,186
of 1,321 holders
Holding Since
Mar 2020
17 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, 2026Winch Advisory Services, LLC holds $1,867,099 across 11 Utilities - Regulated Electric names. ETR ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
7,858 | $917,578 | |
| 2 | NEE |
Nextera Energy Inc
|
7,914 | $694,611 | |
| 3 | LNT |
Alliant Energy Corp
|
1,018 | $77,663 | |
| 4 | SO |
Southern Co
|
565 | $54,076 | |
| 5 | XEL |
Xcel Energy Inc
|
404 | $32,441 | |
| 6 | DUK |
Duke Energy CORP
|
255 | $32,277 | |
| 7 | ETR |
Entergy Corp /De/
This page
|
164 | $18,837 | |
| 8 | D |
Dominion Energy, Inc
|
224 | $15,296 |
All Filings in ETR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,837 | 164 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $18,314 | 163 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,973 | 162 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,003 | 161 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,299 | 160 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $13,592 | 159 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,979 | 158 | Shares | Sole | 2025-01-14 | |
| 2022-06-30 | $2,252 | 20 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,335 | 20 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,253 | 20 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,986 | 20 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,994 | 20 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,989 | 20 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,996 | 20 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,970 | 20 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,876 | 20 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,879 | 20 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||