Patriot Financial Group Insurance Agency, LLC
InsurancePosition in ETR — Entergy Corp /De/
CIK 1694883
Westborough, MA
Position in ETR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,165,369
-$1,358,910 QoQ
Shares Held
10,146
-54.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#580
of 1,321 holders
Holding Since
Sep 2020
17 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, 2026Patriot Financial Group Insurance Agency, LLC holds $10,684,989 across 11 Utilities - Regulated Electric names. ETR ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,429 | $1,968,593 | |
| 2 | AEP |
American Electric Power Co Inc
|
11,231 | $1,536,513 | |
| 3 | DUK |
Duke Energy CORP
|
10,020 | $1,268,331 | |
| 4 | ETR |
Entergy Corp /De/
This page
|
10,146 | $1,165,369 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
9,188 | $1,072,882 | |
| 6 | SO |
Southern Co
|
9,943 | $951,644 | |
| 7 | EIX |
Edison International
|
11,893 | $885,433 | |
| 8 | D |
Dominion Energy, Inc
|
12,543 | $856,561 |
All Filings in ETR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,369 | 10,146 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,524,279 | 22,466 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,510,121 | 16,338 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,376,136 | 14,767 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,133,341 | 13,635 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,080,166 | 12,635 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $849,638 | 11,206 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $701,481 | 5,330 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $511,139 | 4,777 | Shares | Sole | 2024-07-26 | |
| 2022-06-30 | $56,770 | 504 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $57,557 | 493 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $55,536 | 493 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $50,548 | 509 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $48,254 | 484 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $48,143 | 484 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,990 | 60 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $5,911 | 60 | Shares | Sole | 2020-10-21 | |
| No filing history on record for this holder in this stock. | ||||||