Position in ETR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$373,065
-$11,093 QoQ
Shares Held
3,248
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#834
of 1,321 holders
Holding Since
Dec 2025
3 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, 2026Invera Wealth Advisors, LLC holds $884,237 across 2 Utilities - Regulated Electric names. ETR ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,824 | $511,172 | |
| 2 | ETR |
Entergy Corp /De/
This page
|
3,248 | $373,065 |
All Filings in ETR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,065 | 3,248 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $384,158 | 3,419 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $315,833 | 3,417 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||