Beverly Hills Private Wealth, LLC

Position in ETR — Entergy Corp /De/

CIK 1965710 BEVERLY HILLS, CA

Position in ETR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$210,997

-$309,454 QoQ

Shares Held

1,837

-60.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,008

of 1,317 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $2,172,577 across 4 Utilities - Regulated Electric names. ETR ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	D	Dominion Energy, Inc	10,904	$744,634
2	WEC	Wec Energy Group, Inc.	5,294	$618,180
3	NEE	Nextera Energy Inc	6,822	$598,766
4	ETR	Entergy Corp /De/ This page	1,837	$210,997

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,997	1,837	-60.3%	Shares	Sole	2026-08-07
2026-03-31	$520,451	4,632	-9.2%	Shares	Sole	2026-05-04
2025-12-31	$471,670	5,103	-0.7%	Shares	Sole	2026-02-17
2025-09-30	$478,809	5,138	-1.4%	Shares	Sole	2025-11-10
2025-06-30	$433,054	5,210	-14.7%	Shares	Sole	2025-07-29
2025-03-31	$521,915	6,105	+9.4%	Shares	Sole	2025-04-30
2024-12-31	$423,074	5,580	+179.3%	Shares	Sole	2025-02-14
2024-09-30	$262,956	1,998	-14.1%	Shares	Sole	2024-11-12
2024-06-30	$248,989	2,327	-8.1%	Shares	Sole	2024-08-08
2024-03-31	$267,687	2,533	+10.5%	Shares	Sole	2024-05-09
2023-12-31	$232,027	2,293	-17.2%	Shares	Sole	2024-01-30
2023-09-30	$256,039	2,768	-50.7%	Shares	Sole	2023-11-08
2023-06-30	$546,537	5,613	+129.9%	Shares	Sole	2023-08-10
2023-03-31	$262,993	2,441	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.