DWM
ETR icon

Drive Wealth Management’s Entergy ETR Stock Holding History

Drive 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
2026
Q2 		$236K Buy
2,059
+87
+4% +$9.81K 0.04% 376
2026
Q1 		$222K Buy
+1,972
New +$198K 0.05% 329

Other funds holding ETR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Drive Wealth Management's ETR Position: Q2 2026 in Review

Drive Wealth Management increased its Entergy (ETR) stake by 4.4% in Q2 2026, buying an estimated $9.81K and bringing the position to 2,059 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #376.

Drive Wealth Management first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Drive Wealth Management held 2,059 shares of Entergy worth $236K as of Q2 2026.
  • Drive Wealth Management bought 87 Entergy shares in Q2 2026, an estimated $9.81K.
  • Entergy made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #376 holding.
  • Drive Wealth Management first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.