SageView Advisory Group, LLC

Position in ETR — Entergy Corp /De/

CIK 1914558 NEWPORT BEACH, CA

Position in ETR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$258,205

-$25,841 QoQ

Shares Held

2,248

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#940

of 1,321 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

SageView Advisory Group, LLC holds $8,340,129 across 14 Utilities - Regulated Electric names. ETR ranks #13 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	30,425	$2,077,723
2	NEE	Nextera Energy Inc	14,853	$1,303,647
3	DUK	Duke Energy CORP	5,562	$704,037
4	AEP	American Electric Power Co Inc	4,388	$600,322
5	EXC	Exelon Corp	12,168	$567,272
6	EIX	Edison International	6,461	$481,021
7	XEL	Xcel Energy Inc	5,852	$469,915
8	SO	Southern Co	4,814	$460,747

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$258,205	2,248	-11.1%	Shares	Sole	2026-08-10
2026-03-31	$284,046	2,528	+10.9%	Shares	Sole	2026-08-10
2025-12-31	$210,740	2,280	-71.4%	Shares	Sole	2026-02-17
2025-09-30	$743,749	7,981	-3.2%	Shares	Sole	2025-11-13
2025-06-30	$685,407	8,246	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$704,266	8,238	-9.7%	Shares	Sole	2025-05-19
2024-12-31	$691,933	9,126	+98.6%	Shares	Sole	2025-02-13
2024-09-30	$604,879	4,596	-4.4%	Shares	Sole	2024-11-14
2024-06-30	$514,670	4,810	-34.4%	Shares	Sole	2024-08-15
2024-03-31	$774,317	7,327	-3.3%	Shares	Sole	2024-05-09
2023-12-31	$766,514	7,575	+5.7%	Shares	Sole	2024-03-06
2023-09-30	$663,132	7,169	-13.5%	Shares	Sole	2023-11-03
2023-06-30	$807,099	8,289	+12.1%	Shares	Sole	2023-08-11
2023-03-31	$796,521	7,393	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.