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Buckingham Strategic Wealth’s Entergy ETR Stock Holding History

Buckingham Strategic 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
2024
Q2 		$403K Buy
7,540
+1,178
+19% +$63.5K ﹤0.01% 519
2024
Q1 		$336K Sell
6,362
-150
-2% -$7.6K ﹤0.01% 560
2023
Q4 		$329K Buy
6,512
+1,674
+35% +$81.7K ﹤0.01% 546
2023
Q3 		$224K Sell
4,838
-64
-1% -$3.12K ﹤0.01% 610
2023
Q2 		$239K Buy
4,902
+768
+19% +$39.8K ﹤0.01% 586
2023
Q1 		$233K Hold
4,134
– – ﹤0.01% 536
2022
Q4 		$233K Sell
4,134
-136
-3% -$7.46K ﹤0.01% 538
2022
Q3 		$215K Buy
4,270
+40
+0.9% +$2.29K ﹤0.01% 535
2022
Q2 		$238K Buy
4,230
+176
+4% +$10.3K ﹤0.01% 517
2022
Q1 		$237K Sell
4,054
-452
-10% -$24.8K ﹤0.01% 528
2021
Q4 		$254K Sell
4,506
-324
-7% -$17K ﹤0.01% 515
2021
Q3 		$240K Sell
4,830
-966
-17% -$51.7K ﹤0.01% 517
2021
Q2 		$289K Buy
5,796
+1,446
+33% +$76.2K 0.01% 470
2021
Q1 		$216K Sell
4,350
-808
-16% -$38.2K 0.01% 504
2020
Q4 		$257K Buy
+5,158
New +$271K 0.01% 449
2017
Q4 		– Sell
-5,552
Closed -$212K – 320
2017
Q3 		$212K Buy
+5,552
New +$215K 0.05% 269

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Buckingham Strategic Wealth's ETR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Entergy (ETR) stake by 19% in Q2 2024, buying an estimated $63.5K and bringing the position to 7,540 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Buckingham Strategic Wealth first reported a position in ETR in Q3 2017 and has held it in 16 quarters since. 911 funds tracked by Wall St. Rank hold ETR as of Q2 2024.

  • Buckingham Strategic Wealth held 7,540 shares of Entergy worth $403K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,178 Entergy shares in Q2 2024, an estimated $63.5K.
  • Entergy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #519 holding.
  • Buckingham Strategic Wealth first reported a position in Entergy in Q3 2017 and has held it in 16 quarters since.
  • 911 funds tracked by Wall St. Rank held Entergy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.