Total Wealth Planning & Management, Inc.
Position in ETR — Entergy Corp /De/
CIK 2058383
Ponte Vedra Beach, FL
Position in ETR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$291,055
+$6,335 QoQ
Shares Held
2,534
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#901
of 1,321 holders
Holding Since
Mar 2025
5 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, 2026Total Wealth Planning & Management, Inc. holds $1,320,518 across 3 Utilities - Regulated Electric names. ETR ranks #3 (22.0% of the industry book) .
All Filings in ETR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,055 | 2,534 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $284,720 | 2,534 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $237,914 | 2,574 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $210,626 | 2,534 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $216,631 | 2,534 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||