Baron Wealth Management LLC

Position in ETR — Entergy Corp /De/

CIK 1968507 TROY, MI

Position in ETR

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

Position Value

$351,012

+$7,640 QoQ

Shares Held

3,056

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#849

of 1,321 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,775,799 across 5 Utilities - Regulated Electric names. ETR ranks #3 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	3,507	$443,916
2	NEE	Nextera Energy Inc	4,781	$419,628
3	ETR	Entergy Corp /De/ This page	3,056	$351,012
4	ES	Eversource Energy	4,173	$301,582
5	SO	Southern Co	2,713	$259,661

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,012	3,056	0.0%	Shares	Sole	2026-07-07
2026-03-31	$343,372	3,056	+13.4%	Shares	Sole	2026-04-16
2025-12-31	$249,191	2,696	+10.9%	Shares	Sole	2026-01-14
2025-09-30	$226,638	2,432	0.0%	Shares	Sole	2025-10-20
2025-06-30	$202,147	2,432	-0.4%	Shares	Sole	2025-07-09
2025-03-31	$208,766	2,442	-10.3%	Shares	Sole	2025-05-14
2024-12-31	$206,457	2,723	—	Shares	Sole	2025-01-23
No filing history on record for this holder in this stock.