Position in ETR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$581,995
+$3,341 QoQ
Shares Held
5,067
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#728
of 1,319 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, 2026Thrive Wealth Management, LLC holds $4,452,121 across 9 Utilities - Regulated Electric names. ETR ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,349 | $803,656 | |
| 2 | LNT |
Alliant Energy Corp
|
7,792 | $594,451 | |
| 3 | ETR |
Entergy Corp /De/
This page
|
5,067 | $581,995 | |
| 4 | NEE |
Nextera Energy Inc
|
6,123 | $537,415 | |
| 5 | SO |
Southern Co
|
5,497 | $526,117 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
4,326 | $505,147 | |
| 7 | PPL |
PPL Corp
|
9,386 | $341,181 | |
| 8 | EXC |
Exelon Corp
|
6,411 | $298,880 |
All Filings in ETR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $581,995 | 5,067 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $578,654 | 5,150 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $589,241 | 6,375 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $593,527 | 6,369 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $530,471 | 6,382 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $545,426 | 6,380 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $603,148 | 7,955 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $542,101 | 4,119 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $252,306 | 2,358 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||