Position in ETR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,838,564
+$24,737 QoQ
Shares Held
16,007
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#497
of 1,321 holders
Holding Since
Dec 2025
3 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, 2026Phoenix Wealth Advisors holds $5,526,185 across 7 Utilities - Regulated Electric names. ETR ranks #2 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,075 | $1,937,522 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
16,007 | $1,838,564 | |
| 3 | D |
Dominion Energy, Inc
|
8,459 | $577,665 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,664 | $364,461 | |
| 5 | DUK |
Duke Energy CORP
|
2,340 | $296,197 | |
| 6 | EXC |
Exelon Corp
|
5,503 | $256,549 | |
| 7 | EVRG |
Evergy, Inc.
|
2,953 | $255,227 |
All Filings in ETR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,564 | 16,007 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,813,827 | 16,143 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,501,617 | 16,246 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||