HB Wealth Management, LLC

Position in ETR — Entergy Corp /De/

CIK 1911253 Atlanta, GA

Position in ETR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$3,171,858

+$236,566 QoQ

Shares Held

27,615

+5.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#421

of 1,319 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $98,089,099 across 29 Utilities - Regulated Electric names. ETR ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	210,104	$20,109,053
2	NEE	Nextera Energy Inc	224,772	$19,728,238
3	DUK	Duke Energy CORP	88,049	$11,145,242
4	AEP	American Electric Power Co Inc	44,065	$6,028,532
5	D	Dominion Energy, Inc	73,917	$5,047,791
6	ETR	Entergy Corp /De/ This page	27,615	$3,171,858
7	CMS	Cms Energy Corp	33,781	$2,584,246
8	ES	Eversource Energy	35,105	$2,537,038

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,171,858	27,615	+5.7%	Shares	Sole	2026-07-29
2026-03-31	$2,935,292	26,124	+8.4%	Shares	Sole	2026-04-27
2025-12-31	$2,227,285	24,097	+16.0%	Shares	Sole	2026-01-28
2025-09-30	$1,935,090	20,765	-6.8%	Shares	Sole	2025-10-23
2025-06-30	$1,851,165	22,271	+15.2%	Shares	Sole	2025-07-17
2025-03-31	$1,653,291	19,339	+72.7%	Shares	Sole	2025-05-07
2024-12-31	$849,259	11,201	+171.3%	Shares	Sole	2025-01-15
2024-09-30	$543,286	4,128	+8.7%	Shares	Sole	2024-10-15
2024-06-30	$406,279	3,797	+13.6%	Shares	Sole	2024-07-26
2024-03-31	$353,182	3,342	+32.2%	Shares	Sole	2024-04-30
2023-12-31	$255,808	2,528	-13.2%	Shares	Sole	2024-01-16
2023-09-30	$269,360	2,912	+17.5%	Shares	Sole	2023-10-13
2023-06-30	$241,282	2,478	-0.9%	Shares	Sole	2023-07-13
2023-03-31	$269,350	2,500	+28.5%	Shares	Sole	2023-04-13
2022-12-31	$218,812	1,945	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.