BWCS
ETR icon

Beirne Wealth Consulting Services’s Entergy ETR Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-2,746
Closed -$256K – 150
2025
Q3 		$256K Buy
+2,746
New +$242K 0.06% 181

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Beirne Wealth Consulting Services's ETR Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Entergy (ETR) in Q4 2025, closing a stake of 2,746 shares — an estimated $256K sold.

Beirne Wealth Consulting Services first reported a position in ETR in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 1,221 funds tracked by Wall St. Rank hold ETR as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Entergy position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,746 Entergy shares in Q4 2025, an estimated $256K.
  • Beirne Wealth Consulting Services first reported a position in Entergy in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Entergy position peaked at $256K in Q3 2025.
  • 1,221 funds tracked by Wall St. Rank held Entergy as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.