SPL
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Superior Planning, LLC’s Entergy ETR Stock Holding History

Superior Planning, LLC’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$91.6K Buy
+923
New +$100K 0.04% 252

Other funds holding ETR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Superior Planning, LLC's ETR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Entergy (ETR) in Q3 2026: 923 shares worth $91.6K. The stake represents 0.04% of the portfolio and ranks #252 among its holdings.

910 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Superior Planning, LLC held 923 shares of Entergy worth $91.6K as of Q3 2026.
  • Entergy was a new Superior Planning, LLC position in Q3 2026.
  • Entergy made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #252 holding.
  • 910 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.