WealthPlan Investment Management, LLC

Position in ETR — Entergy Corp /De/

CIK 1929986 OMAHA, NE

Position in ETR

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$206,862

New position

Shares Held

1,801

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,024

of 1,321 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

WealthPlan Investment Management, LLC holds $2,056,950 across 4 Utilities - Regulated Electric names. ETR ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,581	$706,442
2	AEP	American Electric Power Co Inc	5,115	$699,783
3	PEG	Public Service Enterprise Group Inc	5,469	$443,863
4	ETR	Entergy Corp /De/ This page	1,801	$206,862

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$206,862	1,801	—	Shares	Sole	2026-07-28
No filing history on record for this holder in this stock.