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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beese Fulmer Investment Management's ETR Position: Q1 2026 in Review

Beese Fulmer Investment Management opened a new position in Entergy (ETR) in Q1 2026: 2,189 shares worth $246K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in ETR as recently as Q2 2020.

Beese Fulmer Investment Management first reported a position in ETR in Q2 2020 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Beese Fulmer Investment Management held 2,189 shares of Entergy worth $246K as of Q1 2026.
  • Entergy was a new Beese Fulmer Investment Management position in Q1 2026.
  • Entergy made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #361 holding.
  • Beese Fulmer Investment Management first reported a position in Entergy in Q2 2020 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.