Position in ETR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$249,016
New position
Shares Held
2,168
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#952
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, 2026Summit Financial Wealth Advisors, LLC holds $822,318 across 2 Utilities - Regulated Electric names. ETR ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,990 | $573,302 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
2,168 | $249,016 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,016 | 2,168 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||