CFCI
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Comprehensive Financial Consultants Institutional’s Entergy ETR Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$4.18M Buy
36,361
+2,054
+6% +$232K 1.1% 27
2026
Q1 		$3.85M Buy
34,307
+1,565
+5% +$157K 1.15% 27
2025
Q4 		$3.03M Buy
+32,742
New +$3.11M 0.91% 36
2022
Q1 		– Sell
-12
Closed – – 240
2021
Q4 		$0 Buy
+12
New +$630 ﹤0.01% 485

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 $3.37T AUM 44.26% 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

Comprehensive Financial Consultants Institutional's ETR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Entergy (ETR) stake by 6% in Q2 2026, buying an estimated $232K and bringing the position to 36,361 shares worth $4.18M. The position accounts for 1.1% of the portfolio, ranked #27.

Comprehensive Financial Consultants Institutional first reported a position in ETR in Q4 2021 and has held it in 4 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 36,361 shares of Entergy worth $4.18M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 2,054 Entergy shares in Q2 2026, an estimated $232K.
  • Entergy made up 1.1% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #27 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Entergy in Q4 2021 and has held it in 4 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.