Position in ETR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$231,557
New position
Shares Held
2,016
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#974
of 1,321 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Convergence Financial, LLC holds $5,625,105 across 6 Utilities - Regulated Electric names. ETR ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
26,923 | $3,407,913 | |
| 2 | NEE |
Nextera Energy Inc
|
10,665 | $936,067 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,169 | $433,550 | |
| 4 | CNP |
Centerpoint Energy Inc
|
8,098 | $356,635 | |
| 5 | EIX |
Edison International
|
3,484 | $259,383 | |
| 6 | ETR |
Entergy Corp /De/
This page
|
2,016 | $231,557 |
All Filings in ETR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,557 | 2,016 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||