Position in ETR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$215,362
New position
Shares Held
1,875
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,002
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, 2026Montz Harcus Wealth Management LLC holds $215,362 across 1 Utilities - Regulated Electric name. ETR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
This page
|
1,875 | $215,362 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,362 | 1,875 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||