Position in ETR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,485,599
+$32,335 QoQ
Shares Held
12,934
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#539
of 1,317 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LMG Wealth Partners, LLC holds $8,060,084 across 6 Utilities - Regulated Electric names. ETR ranks #3 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
30,337 | $2,314,409 | |
| 2 | SO |
Southern Co
|
20,768 | $1,987,705 | |
| 3 | ETR |
Entergy Corp /De/
This page
|
12,934 | $1,485,599 | |
| 4 | DUK |
Duke Energy CORP
|
11,293 | $1,429,467 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,096 | $560,373 | |
| 6 | NEE |
Nextera Energy Inc
|
3,219 | $282,531 |
All Filings in ETR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,485,599 | 12,934 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,453,264 | 12,934 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,195,489 | 12,934 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,391,699 | 14,934 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,472,387 | 17,714 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,514,027 | 17,710 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,342,772 | 17,710 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,165,406 | 8,855 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $947,485 | 8,855 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $935,796 | 8,855 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $896,037 | 8,855 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $819,087 | 8,855 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $862,211 | 8,855 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $954,037 | 8,855 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $996,187 | 8,855 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||