Baron Wealth Management
ETR icon

Baron Wealth Management’s Entergy ETR Stock Holding History

Baron Wealth Management’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 		$303K Sell
3,051
-5
-0.2% -$539 0.08% 198
2026
Q2 		$351K Hold
3,056
– – 0.09% 172
2026
Q1 		$343K Buy
3,056
+360
+13% +$36.2K 0.1% 163
2025
Q4 		$249K Buy
2,696
+264
+11% +$25K 0.08% 202
2025
Q3 		$227K Hold
2,432
– – 0.08% 207
2025
Q2 		$202K Sell
2,432
-10
-0.4% -$826 0.07% 224
2025
Q1 		$209K Sell
2,442
-281
-10% -$23.1K 0.09% 187
2024
Q4 		$206K Buy
+2,723
New +$197K 0.1% 180

Other funds holding ETR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Baron Wealth Management's ETR Position: Q3 2026 in Review

Baron Wealth Management reduced its Entergy (ETR) stake by 0.16% in Q3 2026, selling an estimated $539 and leaving 3,051 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #198.

Baron Wealth Management first reported a position in ETR in Q4 2024 and has held it in 8 quarters since. The position peaked at $351K in Q2 2026. 803 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Baron Wealth Management held 3,051 shares of Entergy worth $303K as of Q3 2026.
  • Baron Wealth Management sold 5 Entergy shares in Q3 2026, an estimated $539.
  • Entergy made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #198 holding.
  • Baron Wealth Management first reported a position in Entergy in Q4 2024 and has held it in 8 quarters since.
  • Baron Wealth Management's Entergy position peaked at $351K in Q2 2026.
  • 803 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.