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Bell Investment Advisors’s Entergy ETR Stock Holding History

Bell Investment 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
2026
Q1 		$26.7K Buy
238
+40
+20% +$4.02K ﹤0.01% 368
2025
Q4 		$18.3K Buy
198
+74
+60% +$7.02K ﹤0.01% 475
2025
Q3 		$11.6K Buy
124
+6
+5% +$528 ﹤0.01% 587
2025
Q2 		$9.81K Sell
118
-5
-4% -$413 ﹤0.01% 682
2025
Q1 		$10.5K Buy
123
+7
+6% +$576 ﹤0.01% 581
2024
Q4 		$8.8K Hold
116
– – ﹤0.01% 655
2024
Q3 		$7.63K Sell
116
-20
-15% -$1.18K ﹤0.01% 733
2024
Q2 		$7.28K Buy
136
+10
+8% +$539 ﹤0.01% 740
2024
Q1 		$6.66K Sell
126
-10
-7% -$507 ﹤0.01% 770
2023
Q4 		$6.88K Buy
136
+2
+1% +$98 ﹤0.01% 717
2023
Q3 		$6.2K Buy
134
+16
+14% +$781 ﹤0.01% 700
2023
Q2 		$5.75K Sell
118
-4
-3% -$207 ﹤0.01% 744
2023
Q1 		$6.57K Buy
122
+12
+11% +$637 ﹤0.01% 652
2022
Q4 		$6.19K Buy
110
+38
+53% +$2.08K ﹤0.01% 698
2022
Q3 		$4K Buy
72
+8
+13% +$459 ﹤0.01% 775
2022
Q2 		$4K Buy
+64
New +$3.76K ﹤0.01% 790
2021
Q4 		$12K Buy
220
+106
+93% +$5.57K ﹤0.01% 440
2021
Q3 		$6K Buy
+114
New +$6.1K ﹤0.01% 627

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

Bell Investment Advisors's ETR Position: Q1 2026 in Review

Bell Investment Advisors increased its Entergy (ETR) stake by 20% in Q1 2026, buying an estimated $4.02K and bringing the position to 238 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Bell Investment Advisors first reported a position in ETR in Q3 2021 and has held it in 18 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Bell Investment Advisors held 238 shares of Entergy worth $26.7K as of Q1 2026.
  • Bell Investment Advisors bought 40 Entergy shares in Q1 2026, an estimated $4.02K.
  • Entergy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #368 holding.
  • Bell Investment Advisors first reported a position in Entergy in Q3 2021 and has held it in 18 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.