TruWealth Advisors, LLC

Position in ETR — Entergy Corp /De/

CIK 1834985 Metairie, LA

Position in ETR

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$286,855

+$59,940 QoQ

Shares Held

2,553

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

TruWealth Advisors, LLC holds $11,769,032 across 4 Utilities - Regulated Electric names. ETR ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	78,400	$10,276,672
2	DUK	Duke Energy CORP	4,999	$654,569
3	SO	Southern Co	5,708	$550,936
4	ETR	Entergy Corp /De/ This page	2,553	$286,855

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$286,855	2,553	+4.0%	Shares	Sole	2026-04-09
2025-12-31	$226,915	2,455	0.0%	Shares	Sole	2026-01-07
2025-09-30	$228,781	2,455	0.0%	Shares	Sole	2025-10-06
2025-06-30	$204,059	2,455	+2.3%	Shares	Sole	2025-07-07
2025-03-31	$205,090	2,399	-96.5%	Shares	Sole	2025-04-10
2020-12-31	$6,828,357	68,393	—	Shares	Sole	2021-01-26
No filing history on record for this holder in this stock.