Position in ETR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,330,538
+$40,870 QoQ
Shares Held
11,584
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#555
of 1,321 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $27,980,578 across 15 Utilities - Regulated Electric names. ETR ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,334 | $9,947,325 | |
| 2 | SO |
Southern Co
|
74,037 | $7,086,081 | |
| 3 | DUK |
Duke Energy CORP
|
27,047 | $3,423,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,620 | $2,273,782 | |
| 5 | ETR |
Entergy Corp /De/
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|
11,584 | $1,330,538 | |
| 6 | D |
Dominion Energy, Inc
|
13,752 | $939,124 | |
| 7 | ED |
Consolidated Edison Inc
|
5,172 | $572,178 | |
| 8 | NGG |
National Grid PLC
|
6,122 | $507,330 |
All Filings in ETR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,330,538 | 11,584 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,289,668 | 11,478 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,045,845 | 11,315 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $239,218 | 2,567 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $202,894 | 2,676 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $222,157 | 1,688 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||