Roehl & Yi Investment Advisors, LLC

Position in ETR — Entergy Corp /De/

CIK 2097566 Eugene, OR

Position in ETR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$714,658

+$17,689 QoQ

Shares Held

6,222

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#669

of 1,321 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Roehl & Yi Investment Advisors, LLC holds $2,310,140 across 5 Utilities - Regulated Electric names. ETR ranks #1 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/ This page	6,222	$714,658
2	PEG	Public Service Enterprise Group Inc	7,740	$628,178
3	POR	Portland General Electric Co /Or/	11,210	$581,014
4	CNP	Centerpoint Energy Inc	8,265	$363,990
5	NEE	Nextera Energy Inc	15,358	$22,300

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$714,658	6,222	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$696,969	6,203	+15.3%	Shares	Sole	2026-05-14
2025-12-31	$497,088	5,378	-28.1%	Shares	Sole	2026-02-17
2025-09-30	$696,595	7,475	-37.1%	Shares	Sole	2026-05-29
2025-06-30	$987,881	11,885	-1.6%	Shares	Sole	2026-05-29
2025-03-31	$1,032,291	12,075	-2.3%	Shares	Sole	2026-05-29
2024-12-31	$936,756	12,355	—	Shares	Sole	2026-05-29
No filing history on record for this holder in this stock.