Position in ETR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$689
New position
Shares Held
6
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,301
of 1,321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Morton Brown Family Wealth, LLC holds $179,381 across 12 Utilities - Regulated Electric names. ETR ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,056 | $92,685 | |
| 2 | PPL |
PPL Corp
|
1,381 | $50,199 | |
| 3 | SO |
Southern Co
|
314 | $30,052 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
19 | $1,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
10 | $1,368 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
6 | $689 | |
| 7 | AEE |
Ameren Corp
|
5 | $565 | |
| 8 | ES |
Eversource Energy
|
7 | $505 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689 | 6 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||