BFIM
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Beese Fulmer Investment Management’s Entergy ETR Stock Holding History

Beese Fulmer Investment 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
Q2 		– Sell
-2,189
Closed -$246K – 439
2026
Q1 		$246K Buy
+2,189
New +$220K 0.02% 361
2020
Q3 		– Sell
-812
Closed -$38K – 300
2020
Q2 		$38K Buy
+812
New +$39.4K 0.01% 350

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

Beese Fulmer Investment Management's ETR Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Entergy (ETR) in Q2 2026, closing a stake of 2,189 shares — an estimated $246K sold.

Beese Fulmer Investment Management first reported a position in ETR in Q2 2020 and held it in 2 quarters. The position peaked at $246K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Entergy position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,189 Entergy shares in Q2 2026, an estimated $246K.
  • Beese Fulmer Investment Management first reported a position in Entergy in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Entergy position peaked at $246K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.