CWM
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Congress Wealth Management’s Entergy ETR Stock Holding History

Congress 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 		$308K Buy
3,706
+121
+3% +$9.99K ﹤0.01% 1064
2025
Q1 		$305K Buy
+3,585
New +$295K ﹤0.01% 936

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's ETR Position: Q2 2025 in Review

Congress Wealth Management increased its Entergy (ETR) stake by 3.4% in Q2 2025, buying an estimated $9.99K and bringing the position to 3,706 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1064.

Congress Wealth Management first reported a position in ETR in Q1 2025 and has held it in 2 quarters since. 1,147 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

  • Congress Wealth Management held 3,706 shares of Entergy worth $308K as of Q2 2025.
  • Congress Wealth Management bought 121 Entergy shares in Q2 2025, an estimated $9.99K.
  • Entergy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1064 holding.
  • Congress Wealth Management first reported a position in Entergy in Q1 2025 and has held it in 2 quarters since.
  • 1,147 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

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