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Beverly Hills Private Wealth’s Entergy ETR Stock Holding History

Beverly Hills Private Wealth’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 		$520K Sell
4,632
-471
-9% -$47.4K 0.09% 178
2025
Q4 		$472K Sell
5,103
-35
-0.7% -$3.32K 0.08% 189
2025
Q3 		$479K Sell
5,138
-72
-1% -$6.33K 0.08% 191
2025
Q2 		$433K Sell
5,210
-895
-15% -$73.9K 0.08% 196
2025
Q1 		$522K Buy
6,105
+525
+9% +$43.2K 0.1% 170
2024
Q4 		$423K Buy
5,580
+1,584
+40% +$114K 0.09% 194
2024
Q3 		$263K Sell
3,996
-658
-14% -$38.8K 0.05% 286
2024
Q2 		$249K Sell
4,654
-412
-8% -$22.2K 0.05% 300
2024
Q1 		$268K Buy
5,066
+480
+10% +$24.3K 0.06% 295
2023
Q4 		$232K Sell
4,586
-950
-17% -$46.4K 0.06% 300
2023
Q3 		$256K Sell
5,536
-5,690
-51% -$278K 0.08% 246
2023
Q2 		$548K Buy
11,226
+6,344
+130% +$329K 0.09% 221
2023
Q1 		$263K Buy
+4,882
New +$259K 0.08% 233

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

Beverly Hills Private Wealth's ETR Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Entergy (ETR) stake by 9.2% in Q1 2026, selling an estimated $47.4K and leaving 4,632 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #178.

Beverly Hills Private Wealth first reported a position in ETR in Q1 2023 and has held it in 13 quarters since. The position peaked at $548K in Q2 2023. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Beverly Hills Private Wealth held 4,632 shares of Entergy worth $520K as of Q1 2026.
  • Beverly Hills Private Wealth sold 471 Entergy shares in Q1 2026, an estimated $47.4K.
  • Entergy made up 0.09% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #178 holding.
  • Beverly Hills Private Wealth first reported a position in Entergy in Q1 2023 and has held it in 13 quarters since.
  • Beverly Hills Private Wealth's Entergy position peaked at $548K in Q2 2023.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.