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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
Q2 		$211K Sell
1,837
-2,795
-60% -$315K 0.04% 237
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's ETR Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Entergy (ETR) stake by 60% in Q2 2026, selling an estimated $315K and leaving 1,837 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #237.

Beverly Hills Private Wealth first reported a position in ETR in Q1 2023 and has held it in 14 quarters since. The position peaked at $548K in Q2 2023. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Beverly Hills Private Wealth held 1,837 shares of Entergy worth $211K as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,795 Entergy shares in Q2 2026, an estimated $315K.
  • Entergy made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #237 holding.
  • Beverly Hills Private Wealth first reported a position in Entergy in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Entergy position peaked at $548K in Q2 2023.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.