Position in ETR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$339,181
+$16,146 QoQ
Shares Held
2,953
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#864
of 1,321 holders
Holding Since
Sep 2023
9 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, 2026JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $26,883,033 across 6 Utilities - Regulated Electric names. ETR ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
134,208 | $12,845,047 | |
| 2 | DUK |
Duke Energy CORP
|
54,470 | $6,894,812 | |
| 3 | EXC |
Exelon Corp
|
70,726 | $3,297,246 | |
| 4 | AEP |
American Electric Power Co Inc
|
20,368 | $2,786,546 | |
| 5 | ED |
Consolidated Edison Inc
|
6,510 | $720,201 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
2,953 | $339,181 |
All Filings in ETR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,181 | 2,953 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $323,035 | 2,875 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $239,486 | 2,591 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $235,118 | 2,523 | Shares | Sole | 2025-10-14 | |
| 2024-09-30 | $60,277 | 458 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $48,899 | 457 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $23,566 | 223 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $21,452 | 212 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $14,060 | 152 | Shares | Sole | 2024-01-05 | |
| No filing history on record for this holder in this stock. | ||||||