Cherry Tree Wealth Management’s Entergy ETR Stock Holding History

Cherry Tree Wealth Management’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 Q2	–	Sell	-44	Closed	-$3.76K	–	647
2025 Q1	$3.76K	Hold	44	–	–	﹤0.01%	564
2024 Q4	$3.34K	Hold	44	–	–	﹤0.01%	508
2024 Q3	$2.9K	Hold	44	–	–	﹤0.01%	514
2024 Q2	$2.35K	Hold	44	–	–	﹤0.01%	506
2024 Q1	$2.33K	Hold	44	–	–	﹤0.01%	501
2023 Q4	$2.23K	Sell	44 -30	-41%	-$1.46K	﹤0.01%	496
2023 Q3	$3.42K	Hold	74	–	–	﹤0.01%	445
2023 Q2	$3.6K	Buy	+74	New	+$3.83K	﹤0.01%	442

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

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

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

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

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

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

Cherry Tree Wealth Management's ETR Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Entergy (ETR) in Q2 2025, closing a stake of 44 shares — an estimated $3.76K sold.

Cherry Tree Wealth Management first reported a position in ETR in Q2 2023 and held it in 8 quarters. The position peaked at $3.76K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

Cherry Tree Wealth Management reported no remaining Entergy position as of Q2 2025 after selling out during the quarter.
Cherry Tree Wealth Management sold 44 Entergy shares in Q2 2025, an estimated $3.76K.
Cherry Tree Wealth Management first reported a position in Entergy in Q2 2023 and held it in 8 quarters.
Cherry Tree Wealth Management's Entergy position peaked at $3.76K in Q1 2025.
1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.