Summit Financial Strategies, Inc.

Position in ETR — Entergy Corp /De/

CIK 1625246 Columbus, OH

Position in ETR

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$256,068

+$45,421 QoQ

Shares Held

2,279

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Summit Financial Strategies, Inc. holds $491,432 across 2 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)	Open
1	AEP	American Electric Power Co Inc	2,053	$280,870
2	SO	Southern Co	2,200	$210,562

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$256,068	2,279	0.0%	Shares	Sole	2026-05-01
2025-12-31	$210,647	2,279	+0.9%	Shares	Sole	2026-01-27
2025-09-30	$210,423	2,258	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.