Envestnet Portfolio Solutions, Inc.

Position in ETR — Entergy Corp /De/

CIK 1998033 BERWYN, PA

Position in ETR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$772,203

+$193,325 QoQ

Shares Held

6,723

+30.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#651

of 1,321 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. ETR ranks #17 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$772,203	6,723	+30.5%	Shares	Sole	2026-07-20
2026-03-31	$578,878	5,152	-38.0%	Shares	Sole	2026-04-29
2025-12-31	$768,555	8,315	+18.7%	Shares	Sole	2026-02-06
2025-09-30	$652,702	7,004	-31.4%	Shares	Sole	2025-10-30
2025-06-30	$848,405	10,207	-72.9%	Shares	Sole	2025-07-25
2025-03-31	$3,220,237	37,668	-20.4%	Shares	Sole	2025-04-21
2024-12-31	$3,588,181	47,325	+60.3%	Shares	Sole	2025-02-10
2024-09-30	$3,886,574	29,531	+3.6%	Shares	Sole	2024-10-31
2024-06-30	$3,049,286	28,498	+19.3%	Shares	Sole	2024-07-16
2024-03-31	$2,523,849	23,882	-25.8%	Shares	Sole	2024-05-06
2023-12-31	$3,258,520	32,202	+20.8%	Shares	Sole	2024-02-07
2023-09-30	$2,465,032	26,649	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.