Position in ETR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,926,977
+$246,742 QoQ
Shares Held
25,483
+6.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#429
of 1,317 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. ETR ranks #3 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
This page
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in ETR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,926,977 | 25,483 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,680,235 | 23,854 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,147,795 | 23,237 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $329,892 | 3,540 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $267,230 | 3,215 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $282,202 | 3,301 | Shares | Sole | 2025-04-17 | |
| 2021-03-31 | $548,079 | 5,510 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $503,293 | 5,041 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $508,414 | 5,160 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $501,133 | 5,342 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $493,906 | 5,256 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||