Position in ETR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$363,417
+$7,910 QoQ
Shares Held
3,164
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#839
of 1,319 holders
Holding Since
Mar 2020
4 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, 2026Center for Financial Planning, Inc. holds $5,352,802 across 18 Utilities - Regulated Electric names. ETR ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,543 | $3,031,839 | |
| 2 | DTE |
Dte Energy Co
|
6,545 | $997,261 | |
| 3 | ETR |
Entergy Corp /De/
This page
|
3,164 | $363,417 | |
| 4 | DUK |
Duke Energy CORP
|
1,438 | $182,022 | |
| 5 | SO |
Southern Co
|
1,459 | $139,640 | |
| 6 | OGE |
Oge Energy Corp.
|
2,738 | $133,231 | |
| 7 | ES |
Eversource Energy
|
1,488 | $107,537 | |
| 8 | PPL |
PPL Corp
|
2,498 | $90,802 |
All Filings in ETR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,417 | 3,164 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $355,507 | 3,164 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $292,448 | 3,164 | Shares | Sole | 2026-02-05 | |
| 2020-03-31 | $12,028 | 128 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||