OneAscent Family Office, LLC
Family OfficePosition in ETR — Entergy Corp /De/
CIK 2055812
BIRMINGHAM, AL
Position in ETR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$320,574
+$7,090 QoQ
Shares Held
2,791
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#875
of 1,321 holders
Holding Since
Dec 2024
7 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, 2026OneAscent Family Office, LLC holds $1,282,079 across 4 Utilities - Regulated Electric names. ETR ranks #3 (25.0% of the industry book) .
All Filings in ETR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,574 | 2,791 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $313,484 | 2,790 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $306,128 | 3,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $324,114 | 3,478 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $300,146 | 3,611 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $224,667 | 2,628 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $209,793 | 2,767 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||