Position in ETR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$19,066
+$415 QoQ
Shares Held
166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,184
of 1,321 holders
Holding Since
Sep 2023
12 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, 2026DHJJ Financial Advisors, Ltd. holds $137,103 across 9 Utilities - Regulated Electric names. ETR ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
324 | $41,011 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
166 | $19,066 | |
| 3 | XEL |
Xcel Energy Inc
|
235 | $18,870 | |
| 4 | ED |
Consolidated Edison Inc
|
153 | $16,926 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
195 | $15,826 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
112 | $13,078 | |
| 7 | NEE |
Nextera Energy Inc
|
136 | $11,936 | |
| 8 | D |
Dominion Energy, Inc
|
3 | $204 |
All Filings in ETR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,066 | 166 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,651 | 166 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $15,343 | 166 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $15,469 | 166 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,797 | 166 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $14,191 | 166 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $12,586 | 166 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,923 | 83 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $8,881 | 83 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $8,771 | 83 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $8,398 | 83 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $7,677 | 83 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||