Briaud Financial Planning’s Entergy ETR Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-1,048	Closed	-$87K	–	109
2025 Q2	$87K	Hold	1,048	–	–	0.03%	68
2025 Q1	$89K	Hold	1,048	–	–	0.04%	57
2024 Q4	$79K	Hold	1,048	–	–	0.03%	60
2024 Q3	$68K	Hold	1,048	–	–	0.04%	53
2024 Q2	$56K	Hold	1,048	–	–	0.03%	52
2024 Q1	$56K	Buy	+1,048	New	+$53.1K	0.03%	52
2023 Q4	–	Sell	-1,048	Closed	-$48K	–	64
2023 Q3	$48K	Buy	+1,048	New	+$51.1K	0.04%	57

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Briaud Financial Planning's ETR Position: Q3 2025 in Review

Briaud Financial Planning sold out of Entergy (ETR) in Q3 2025, closing a stake of 1,048 shares — an estimated $87K sold.

Briaud Financial Planning first reported a position in ETR in Q3 2023 and held it in 7 quarters. The position peaked at $89K in Q1 2025. 1,161 funds tracked by Wall St. Rank hold ETR as of Q3 2025.

Briaud Financial Planning reported no remaining Entergy position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,048 Entergy shares in Q3 2025, an estimated $87K.
Briaud Financial Planning first reported a position in Entergy in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Entergy position peaked at $89K in Q1 2025.
1,161 funds tracked by Wall St. Rank held Entergy as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.