Clean Yield Group’s Entergy ETR Stock Holding History

Clean Yield Group’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
2021 Q4	–	Sell	-228	Closed	-$11K	–	460
2021 Q3	$11K	Buy	+228	New	+$12.2K	﹤0.01%	360
2015 Q2	–	Sell	-2	Closed	–	–	174
2015 Q1	$0	Buy	+2	New	+$82	﹤0.01%	356

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Clean Yield Group's ETR Position: Q4 2021 in Review

Clean Yield Group sold out of Entergy (ETR) in Q4 2021, closing a stake of 228 shares — an estimated $11K sold.

Clean Yield Group first reported a position in ETR in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2021. 678 funds tracked by Wall St. Rank hold ETR as of Q4 2021.

Clean Yield Group reported no remaining Entergy position as of Q4 2021 after selling out during the quarter.
Clean Yield Group sold 228 Entergy shares in Q4 2021, an estimated $11K.
Clean Yield Group first reported a position in Entergy in Q1 2015 and held it in 2 quarters.
Clean Yield Group's Entergy position peaked at $11K in Q3 2021.
678 funds tracked by Wall St. Rank held Entergy as of Q4 2021.

Based on Clean Yield Group's 13F filing for Q4 2021, filed 24 Jan 2022.