Position in ETR
as of Mar 31, 2026
· filed Apr 1, 2026
Position Value
$607,867
+$97,746 QoQ
Shares Held
5,410
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Signature Wealth Management Group holds $12,347,787 across 2 Utilities - Regulated Electric names. ETR ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
121,632 | $11,739,920 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
5,410 | $607,867 |
All Filings in ETR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,867 | 5,410 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $510,121 | 5,519 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $517,763 | 5,556 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $477,358 | 5,743 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,117,136 | 36,462 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,068,187 | 66,845 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,799,685 | 36,469 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $3,871,688 | 36,184 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,805,959 | 36,014 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||