Position in ETR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$324,479
+$7,849 QoQ
Shares Held
2,825
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#872
of 1,321 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Founders Financial Alliance, LLC holds $13,122,470 across 6 Utilities - Regulated Electric names. ETR ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,987 | $7,846,314 | |
| 2 | NEE |
Nextera Energy Inc
|
20,321 | $1,783,574 | |
| 3 | AEP |
American Electric Power Co Inc
|
12,035 | $1,646,508 | |
| 4 | D |
Dominion Energy, Inc
|
15,655 | $1,069,079 | |
| 5 | SO |
Southern Co
|
4,728 | $452,516 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
2,825 | $324,479 |
All Filings in ETR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,479 | 2,825 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $316,630 | 2,818 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $228,671 | 2,474 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $234,931 | 2,521 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $213,810 | 2,501 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||