CX Institutional

Position in ETR — Entergy Corp /De/

CIK 1737089 AUBURN, IN

Position in ETR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$499,641

+$27,280 QoQ

Shares Held

4,350

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#758

of 1,321 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $14,697,320 across 25 Utilities - Regulated Electric names. ETR ranks #9 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	16,824	$2,301,691
2	SO	Southern Co	21,222	$2,031,157
3	NEE	Nextera Energy Inc	21,432	$1,881,086
4	DUK	Duke Energy CORP	7,220	$913,907
5	PPL	PPL Corp	19,600	$712,460
6	DTE	Dte Energy Co	4,465	$680,332
7	XEL	Xcel Energy Inc	7,595	$609,878
8	D	Dominion Energy, Inc	8,094	$552,739

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,641	4,350	+3.5%	Shares	Sole	2026-07-02
2026-03-31	$472,361	4,204	+5.9%	Shares	Sole	2026-04-06
2025-12-31	$366,762	3,968	+50.9%	Shares	Sole	2026-02-02
2025-09-30	$244,996	2,629	+0.8%	Shares	Sole	2025-10-23
2025-06-30	$216,776	2,608	+4.6%	Shares	Sole	2025-07-16
2025-03-31	$213,126	2,493	+346.0%	Shares	Sole	2025-04-15
2022-06-30	$62,965	559	+25.6%	Shares	Sole	2022-08-02
2021-09-30	$44,192	445	+13.8%	Shares	Sole	2021-11-10
2021-06-30	$38,982	391	+18.8%	Shares	Sole	2021-08-04
2021-03-31	$32,725	329	+32.7%	Shares	Sole	2021-04-15
2020-12-31	$24,760	248	+9.7%	Shares	Sole	2021-01-12
2020-09-30	$22,267	226	+227.5%	Shares	Sole	2020-10-13
2020-06-30	$6,472	69	+16.9%	Shares	Sole	2020-08-06
2020-03-31	$5,544	59	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.