CWS Financial Advisors, LLC

Position in ETR — Entergy Corp /De/

CIK 1802459 KALAMAZOO, MI

Position in ETR

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

Position Value

$1,016,281

+$160,435 QoQ

Shares Held

8,848

+16.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#606

of 1,321 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CWS Financial Advisors, LLC holds $4,976,924 across 6 Utilities - Regulated Electric names. ETR ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	18,002	$1,722,971
2	ETR	Entergy Corp /De/ This page	8,848	$1,016,281
3	WEC	Wec Energy Group, Inc.	7,054	$823,695
4	NEE	Nextera Energy Inc	7,559	$663,453
5	DUK	Duke Energy CORP	3,240	$410,119
6	LNT	Alliant Energy Corp	4,462	$340,405

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,281	8,848	+16.2%	Shares	Sole	2026-07-30
2026-03-31	$855,846	7,617	+6.3%	Shares	Sole	2026-04-27
2025-12-31	$662,260	7,165	+13.4%	Shares	Sole	2026-02-06
2025-09-30	$588,867	6,319	+15.0%	Shares	Sole	2025-11-04
2025-06-30	$456,578	5,493	+37.0%	Shares	Sole	2025-08-08
2025-03-31	$342,814	4,010	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$303,204	3,999	-20.8%	Shares	Sole	2025-02-04
2023-12-31	$511,110	5,051	-5.5%	Shares	Sole	2024-02-08
2023-09-30	$494,227	5,343	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$519,761	5,338	-0.6%	Shares	Sole	2023-08-14
2023-03-31	$578,671	5,371	-7.6%	Shares	Sole	2023-05-09
2022-12-31	$653,625	5,810	+8.2%	Shares	Sole	2023-02-10
2022-09-30	$540,181	5,368	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$604,200	5,364	-8.5%	Shares	Sole	2022-08-08
2022-03-31	$684,388	5,862	+0.1%	Shares	Sole	2022-05-03
2021-12-31	$660,016	5,859	+0.8%	Shares	Sole	2022-02-15
2021-06-30	$579,556	5,813	+0.1%	Shares	Sole	2021-08-06
2021-03-31	$577,920	5,810	0.0%	Shares	Sole	2021-05-13
2020-12-31	$580,070	5,810	-10.4%	Shares	Sole	2021-02-12
2020-09-30	$639,065	6,486	+12.6%	Shares	Sole	2020-11-10
2020-06-30	$540,345	5,760	+4.5%	Shares	Sole	2020-08-11
2020-03-31	$518,150	5,514	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.