AWE
ETR icon

Avidian Wealth Enterprises’s Entergy ETR Stock Holding History

Avidian Wealth Enterprises’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 		$331K Buy
3,338
+157
+5% +$16.9K 0.01% 582
2026
Q2 		$365K Buy
3,181
+53
+2% +$5.97K 0.01% 549
2026
Q1 		$351K Buy
3,128
+73
+2% +$7.34K 0.01% 514
2025
Q4 		$282K Buy
3,055
+181
+6% +$17.2K 0.01% 485
2025
Q3 		$268K Buy
2,874
+70
+2% +$6.16K 0.01% 489
2025
Q2 		$233K Buy
2,804
+243
+9% +$20.1K 0.01% 492
2025
Q1 		$219K Buy
+2,561
New +$211K 0.01% 488

Other funds holding ETR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Avidian Wealth Enterprises's ETR Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Entergy (ETR) stake by 4.9% in Q3 2026, buying an estimated $16.9K and bringing the position to 3,338 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #582.

Avidian Wealth Enterprises first reported a position in ETR in Q1 2025 and has held it in 7 quarters since. The position peaked at $365K in Q2 2026. 43 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Avidian Wealth Enterprises held 3,338 shares of Entergy worth $331K as of Q3 2026.
  • Avidian Wealth Enterprises bought 157 Entergy shares in Q3 2026, an estimated $16.9K.
  • Entergy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #582 holding.
  • Avidian Wealth Enterprises first reported a position in Entergy in Q1 2025 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Entergy position peaked at $365K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.