Shepherd Financial Partners LLC

Position in ETR — Entergy Corp /De/

CIK 1696628 WINCHESTER, MA

Position in ETR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,779,640

+$20,645 QoQ

Shares Held

15,494

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#502

of 1,321 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Shepherd Financial Partners LLC holds $10,515,344 across 5 Utilities - Regulated Electric names. ETR ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	27,321	$3,458,292
2	NEE	Nextera Energy Inc	31,716	$2,783,713
3	ETR	Entergy Corp /De/ This page	15,494	$1,779,640
4	ED	Consolidated Edison Inc	14,759	$1,632,788
5	SO	Southern Co	8,995	$860,911

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,779,640	15,494	-1.0%	Shares	Sole	2026-08-10
2026-03-31	$1,758,995	15,655	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$1,443,941	15,622	-0.2%	Shares	Sole	2026-02-10
2025-09-30	$1,459,075	15,657	+0.5%	Shares	Sole	2025-11-07
2025-06-30	$1,295,092	15,581	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$1,330,224	15,560	+5.7%	Shares	Sole	2025-04-18
2024-12-31	$1,116,601	14,727	+102.9%	Shares	Sole	2025-01-28
2024-09-30	$955,356	7,259	+6.9%	Shares	Sole	2024-10-28
2024-06-30	$726,530	6,790	+8.1%	Shares	Sole	2024-08-08
2024-03-31	$664,093	6,284	+7.3%	Shares	Sole	2024-04-23
2023-12-31	$592,366	5,854	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.