Position in ETR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$330,911
+$7,652 QoQ
Shares Held
2,881
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#865
of 1,317 holders
Holding Since
Dec 2024
7 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, 2026Successful Portfolios LLC holds $4,894,249 across 7 Utilities - Regulated Electric names. ETR ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
15,407 | $1,950,218 | |
| 2 | NEE |
Nextera Energy Inc
|
11,648 | $1,022,344 | |
| 3 | SO |
Southern Co
|
7,975 | $763,287 | |
| 4 | ETR |
Entergy Corp /De/
This page
|
2,881 | $330,911 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,732 | $319,015 | |
| 6 | PPL |
PPL Corp
|
7,264 | $264,046 | |
| 7 | EXC |
Exelon Corp
|
5,243 | $244,428 |
All Filings in ETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,911 | 2,881 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $323,259 | 2,877 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $265,643 | 2,874 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $267,455 | 2,870 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $238,221 | 2,866 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $244,672 | 2,862 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $216,693 | 2,858 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||