BRWA
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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
2025
Q2 		– Sell
-32,502
Closed -$2.78M – 1141
2025
Q1 		$2.78M Buy
+32,502
New +$2.68M 0.08% 251

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 19 quarters since. The position peaked at $1.84M in Q1 2025. 1,330 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 19 quarters since.
  • B. Riley Wealth Advisors's Entergy position peaked at $1.84M in Q1 2025.
  • 1,330 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.