Position in ETR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$639,999
+$46,177 QoQ
Shares Held
5,572
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#704
of 1,317 holders
Holding Since
Sep 2022
10 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 Jun 30, 2026Western Wealth Management, LLC holds $14,172,342 across 10 Utilities - Regulated Electric names. ETR ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
38,790 | $3,404,597 | |
| 2 | SO |
Southern Co
|
23,485 | $2,247,748 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,370 | $1,965,959 | |
| 4 | ED |
Consolidated Edison Inc
|
15,139 | $1,674,827 | |
| 5 | XEL |
Xcel Energy Inc
|
18,302 | $1,469,650 | |
| 6 | DUK |
Duke Energy CORP
|
10,480 | $1,326,558 | |
| 7 | EIX |
Edison International
|
11,943 | $889,156 | |
| 8 | ETR |
Entergy Corp /De/
This page
|
5,572 | $639,999 |
All Filings in ETR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,999 | 5,572 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $593,822 | 5,285 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $463,628 | 5,016 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $411,247 | 4,413 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $329,487 | 3,964 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $277,329 | 3,244 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $241,941 | 3,191 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $213,997 | 1,626 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $201,689 | 1,872 | Shares | Sole | 2023-08-30 | |
| 2022-09-30 | $354,016 | 3,518 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||