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 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 $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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Avidian Wealth Enterprises's ETR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Entergy (ETR) stake by 1.7% in Q2 2026, buying an estimated $5.97K and bringing the position to 3,181 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #549.

Avidian Wealth Enterprises first reported a position in ETR in Q1 2025 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Avidian Wealth Enterprises held 3,181 shares of Entergy worth $365K as of Q2 2026.
Avidian Wealth Enterprises bought 53 Entergy shares in Q2 2026, an estimated $5.97K.
Entergy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #549 holding.
Avidian Wealth Enterprises first reported a position in Entergy in Q1 2025 and has held it in 6 quarters since.
348 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.