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Cornerstone Wealth Group’s Entergy ETR Stock Holding History

Cornerstone Wealth 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 		$271K Buy
2,437
+67
+3% +$6.74K 0.02% 351
2025
Q4 		$219K Buy
2,370
+173
+8% +$16.4K 0.02% 355
2025
Q3 		$205K Buy
+2,197
New +$193K 0.01% 339
2020
Q4 		– Sell
-51,858
Closed -$2.56M – 156
2020
Q3 		$2.56M Buy
+51,858
New +$2.57M 0.7% 46
2020
Q2 		– Sell
-24,394
Closed -$1.15M – 133
2020
Q1 		$1.15M Buy
+24,394
New +$1.45M 0.4% 60

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 Wealth Group's ETR Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Entergy (ETR) stake by 2.8% in Q1 2026, buying an estimated $6.74K and bringing the position to 2,437 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #351.

Cornerstone Wealth Group first reported a position in ETR in Q1 2020 and has held it in 5 quarters since. The position peaked at $2.56M in Q3 2020. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Cornerstone Wealth Group held 2,437 shares of Entergy worth $271K as of Q1 2026.
  • Cornerstone Wealth Group bought 67 Entergy shares in Q1 2026, an estimated $6.74K.
  • Entergy made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #351 holding.
  • Cornerstone Wealth Group first reported a position in Entergy in Q1 2020 and has held it in 5 quarters since.
  • Cornerstone Wealth Group's Entergy position peaked at $2.56M in Q3 2020.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.