Position in ETR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$448,068
New position
Shares Held
3,901
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#784
of 1,321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. ETR ranks #4 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
This page
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448,068 | 3,901 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||