CPG
ETR icon

Cornerstone Planning Group’s Entergy ETR Stock Holding History

Cornerstone Planning 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
2026
Q1 		$18.3K Buy
157
+36
+30% +$3.62K ﹤0.01% 702
2025
Q4 		$11.7K Sell
121
-6
-5% -$569 ﹤0.01% 754
2025
Q3 		$12.2K Buy
127
+20
+19% +$1.76K ﹤0.01% 723
2025
Q2 		$9.67K Buy
107
+8
+8% +$661 ﹤0.01% 565
2025
Q1 		$8.34K Buy
99
+1
+1% +$82 ﹤0.01% 616
2024
Q4 		$7.72K Buy
98
+18
+23% +$1.3K ﹤0.01% 486
2024
Q3 		$5.37K Hold
80
– – ﹤0.01% 554
2024
Q2 		$4.62K Buy
80
+12
+18% +$647 ﹤0.01% 599
2024
Q1 		$3.67K Buy
68
+12
+21% +$608 ﹤0.01% 569
2023
Q4 		$2.83K Sell
56
-30
-35% -$1.46K ﹤0.01% 585
2023
Q3 		$3.98K Buy
86
+10
+13% +$488 ﹤0.01% 558
2023
Q2 		$3.7K Buy
+76
New +$3.94K ﹤0.01% 1000
2022
Q4 		$6.21K Buy
+116
New +$6.36K ﹤0.01% 791

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's ETR Position: Q1 2026 in Review

Cornerstone Planning Group increased its Entergy (ETR) stake by 30% in Q1 2026, buying an estimated $3.62K and bringing the position to 157 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Cornerstone Planning Group first reported a position in ETR in Q4 2022 and has held it in 13 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Cornerstone Planning Group held 157 shares of Entergy worth $18.3K as of Q1 2026.
  • Cornerstone Planning Group bought 36 Entergy shares in Q1 2026, an estimated $3.62K.
  • Entergy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #702 holding.
  • Cornerstone Planning Group first reported a position in Entergy in Q4 2022 and has held it in 13 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.