Position in ETR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$548,801
+$11,945 QoQ
Shares Held
4,778
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#740
of 1,321 holders
Holding Since
Jun 2024
9 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, 2026Kaizen Financial Strategies holds $1,148,357 across 2 Utilities - Regulated Electric names. ETR ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,831 | $599,556 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
4,778 | $548,801 |
All Filings in ETR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,801 | 4,778 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $536,856 | 4,778 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $441,630 | 4,778 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $454,580 | 4,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $419,922 | 5,052 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $416,079 | 4,867 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $371,518 | 4,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $322,444 | 2,450 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $262,150 | 2,450 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||