Berger Financial Group’s Entergy ETR Stock Holding History

Berger Financial Group’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
2021 Q1	–	Sell	-71,514	Closed	-$3.57M	–	205
2020 Q4	$3.57M	Buy	+71,514	New	+$3.76M	0.62%	64

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Berger Financial Group's ETR Position: Q1 2021 in Review

Berger Financial Group sold out of Entergy (ETR) in Q1 2021, closing a stake of 71,514 shares — an estimated $3.57M sold.

Berger Financial Group first reported a position in ETR in Q4 2020 and held it in 1 quarter. The position peaked at $3.57M in Q4 2020. 632 funds tracked by Wall St. Rank hold ETR as of Q1 2021.

Berger Financial Group reported no remaining Entergy position as of Q1 2021 after selling out during the quarter.
Berger Financial Group sold 71,514 Entergy shares in Q1 2021, an estimated $3.57M.
Berger Financial Group first reported a position in Entergy in Q4 2020 and held it in 1 quarter.
Berger Financial Group's Entergy position peaked at $3.57M in Q4 2020.
632 funds tracked by Wall St. Rank held Entergy as of Q1 2021.

Based on Berger Financial Group's 13F filing for Q1 2021, filed 12 May 2021.