AWA
ETR icon

Aaron Wealth Advisors’s Entergy ETR Stock Holding History

Aaron Wealth Advisors’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
Q2 		$427K Buy
3,719
+60
+2% +$6.76K 0.02% 473
2026
Q1 		$411K Sell
3,659
-127
-3% -$12.8K 0.02% 444
2025
Q4 		$350K Buy
3,786
+1,503
+66% +$143K 0.02% 533
2025
Q3 		$213K Buy
+2,283
New +$201K 0.01% 612

Other funds holding ETR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Aaron Wealth Advisors's ETR Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Entergy (ETR) stake by 1.6% in Q2 2026, buying an estimated $6.76K and bringing the position to 3,719 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #473.

Aaron Wealth Advisors first reported a position in ETR in Q3 2025 and has held it in 4 quarters since. 348 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Aaron Wealth Advisors held 3,719 shares of Entergy worth $427K as of Q2 2026.
  • Aaron Wealth Advisors bought 60 Entergy shares in Q2 2026, an estimated $6.76K.
  • Entergy made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #473 holding.
  • Aaron Wealth Advisors first reported a position in Entergy in Q3 2025 and has held it in 4 quarters since.
  • 348 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.