Global Retirement Partners, LLC
PensionPosition in ETR — Entergy Corp /De/
CIK 1749744
San Rafael, CA
Position in ETR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,767,436
+$828,902 QoQ
Shares Held
24,094
+14.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#439
of 1,321 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Retirement Partners, LLC holds $47,713,981 across 36 Utilities - Regulated Electric names. ETR ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
66,982 | $8,478,581 | |
| 2 | NEE |
Nextera Energy Inc
|
92,001 | $8,074,927 | |
| 3 | AEP |
American Electric Power Co Inc
|
27,690 | $3,788,268 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
31,775 | $3,710,366 | |
| 5 | ETR |
Entergy Corp /De/
This page
|
24,094 | $2,767,436 | |
| 6 | SO |
Southern Co
|
25,025 | $2,392,706 | |
| 7 | EIX |
Edison International
|
31,842 | $2,370,636 | |
| 8 | EXC |
Exelon Corp
|
35,005 | $1,631,933 |
All Filings in ETR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,767,436 | 24,094 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $1,938,534 | 20,973 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,467,835 | 15,751 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,284,037 | 15,448 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,211,148 | 15,974 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,004,052 | 7,629 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $782,384 | 7,312 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $504,727 | 4,776 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $118,493 | 1,171 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $124,967 | 1,351 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $97,856 | 1,005 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $107,740 | 1,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $107,775 | 958 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $53,132 | 528 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $57,784 | 513 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $57,791 | 495 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $50,350 | 507 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $50,946 | 511 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $44,960 | 452 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $54,812 | 549 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $53,895 | 547 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $50,845 | 542 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $50,837 | 541 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||