Concurrent Investment Advisors, LLC

Position in ETR — Entergy Corp /De/

CIK 2001015 Tampa, FL

Position in ETR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,676,495

+$366,154 QoQ

Shares Held

14,596

+25.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#515

of 1,321 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. ETR ranks #12 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	308,514	$27,078,273
2	DUK	Duke Energy CORP	113,610	$14,380,753
3	SO	Southern Co	115,357	$11,040,817
4	ES	Eversource Energy	108,262	$7,824,093
5	AEP	American Electric Power Co Inc	52,617	$7,198,531
6	WEC	Wec Energy Group, Inc.	43,087	$5,031,268
7	AEE	Ameren Corp	40,028	$4,524,764
8	D	Dominion Energy, Inc	36,717	$2,507,403

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,676,495	14,596	+25.2%	Shares	Sole	2026-07-27
2026-03-31	$1,310,341	11,662	+6.7%	Shares	Sole	2026-04-21
2025-12-31	$1,010,443	10,932	+2.6%	Shares	Sole	2026-01-29
2025-09-30	$993,032	10,656	-3.5%	Shares	Sole	2025-10-27
2025-06-30	$918,143	11,046	+6.1%	Shares	Sole	2025-07-25
2025-03-31	$890,121	10,412	+2.4%	Shares	Sole	2025-04-29
2024-12-31	$771,241	10,172	+88.9%	Shares	Sole	2025-02-03
2024-09-30	$708,719	5,385	-2.5%	Shares	Sole	2024-10-30
2024-06-30	$590,961	5,523	+82.4%	Shares	Sole	2024-07-30
2024-03-31	$319,999	3,028	-4.7%	Shares	Sole	2024-05-07
2023-12-31	$321,480	3,177	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.