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B. Riley Wealth Advisors’s Entergy ETR Stock Holding History

B. Riley 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 		$578K Buy
4,967
+8
+0.2% +$902 0.03% 433
2026
Q1 		$551K Sell
4,959
-91
-2% -$9.15K 0.03% 421
2025
Q4 		$467K Buy
5,050
+661
+15% +$62.7K 0.02% 551
2025
Q3 		$409K Sell
4,389
-683
-13% -$60.1K 0.02% 603
2025
Q2 		$422K Buy
+5,072
New +$419K 0.02% 594
2024
Q4 		$1.83M Sell
24,140
-2,012
-8% -$145K 0.06% 296
2024
Q3 		$1.72M Buy
26,152
+6,912
+36% +$407K 0.05% 348
2024
Q2 		$1.03M Buy
19,240
+154
+0.8% +$8.3K 0.03% 531
2024
Q1 		$883K Buy
19,086
+1,046
+6% +$53K 0.02% 567
2023
Q4 		$913K Sell
18,040
-1,046
-5% -$51.1K 0.02% 560
2023
Q3 		$883K Buy
19,086
+1,156
+6% +$56.4K 0.02% 567
2023
Q2 		$873K Sell
17,930
-110
-0.6% -$5.7K 0.02% 613
2023
Q1 		$972K Buy
18,040
+7,738
+75% +$411K 0.03% 548
2022
Q4 		$579K Buy
10,302
+1,480
+17% +$81.1K 0.02% 734
2022
Q3 		$445K Buy
+8,822
New +$506K 0.01% 807
2021
Q3 		– Sell
-5,386
Closed -$269K – 1425
2021
Q2 		$269K Buy
+5,386
New +$284K 0.01% 1081
2015
Q1 		– Sell
-950
Closed -$42 – 998
2014
Q4 		$42 Buy
+950
New +$39.4K ﹤0.01% 2179
2014
Q3 		– Sell
-1,138
Closed -$46.7K – 1018
2014
Q2 		$46.7K Buy
+1,138
New +$42.4K 0.01% 1059

Other funds holding ETR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

B. Riley Wealth Advisors's ETR Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Entergy (ETR) stake by 0.16% in Q2 2026, buying an estimated $902 and bringing the position to 4,967 shares worth $578K. The position accounts for 0.03% of the portfolio, ranked #433.

B. Riley Wealth Advisors first reported a position in ETR in Q2 2014 and has held it in 18 quarters since. The position peaked at $1.83M in Q4 2024. 267 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • B. Riley Wealth Advisors held 4,967 shares of Entergy worth $578K as of Q2 2026.
  • B. Riley Wealth Advisors bought 8 Entergy shares in Q2 2026, an estimated $902.
  • Entergy made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #433 holding.
  • B. Riley Wealth Advisors first reported a position in Entergy in Q2 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Entergy position peaked at $1.83M in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.