Cypress Wealth Services’s Entergy ETR Stock Holding History

Cypress Wealth Services’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 Q3	$339K	Sell	3,287 -52	-2%	-$5.61K	0.04%	312
2026 Q2	$384K	Sell	3,339 -653	-16%	-$73.6K	0.05%	287
2026 Q1	$448K	Sell	3,992 -46	-1%	-$4.63K	0.06%	237
2025 Q4	$373K	Sell	4,038 -3,524	-47%	-$334K	0.05%	252
2025 Q3	$705K	Buy	7,562 +3	+0%	+$264	0.12%	136
2025 Q2	$628K	Buy	7,559 +99	+1%	+$8.18K	0.11%	142
2025 Q1	$638K	Buy	7,460 +28	+0.4%	+$2.31K	0.13%	131
2024 Q4	$563K	Sell	7,432 -92	-1%	-$6.64K	0.11%	138
2024 Q3	$495K	Buy	7,524 +128	+2%	+$7.54K	0.1%	154
2024 Q2	$396K	Buy	+7,396	New	+$399K	0.09%	167

Other funds holding ETR

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Cypress Wealth Services's ETR Position: Q3 2026 in Review

Cypress Wealth Services reduced its Entergy (ETR) stake by 1.6% in Q3 2026, selling an estimated $5.61K and leaving 3,287 shares worth $339K. The position accounts for 0.04% of the portfolio, ranked #312.

Cypress Wealth Services first reported a position in ETR in Q2 2024 and has held it in 10 quarters since. The position peaked at $705K in Q3 2025. 929 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

Cypress Wealth Services held 3,287 shares of Entergy worth $339K as of Q3 2026.
Cypress Wealth Services sold 52 Entergy shares in Q3 2026, an estimated $5.61K.
Entergy made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #312 holding.
Cypress Wealth Services first reported a position in Entergy in Q2 2024 and has held it in 10 quarters since.
Cypress Wealth Services's Entergy position peaked at $705K in Q3 2025.
929 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.