Elevation Wealth Partners
ETR icon

Elevation Wealth Partners’s Entergy ETR Stock Holding History

Elevation Wealth Partners’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 		$5.86K Hold
59
– – ﹤0.01% 1066
2026
Q2 		$6.78K Hold
59
– – ﹤0.01% 936
2026
Q1 		$6.63K Hold
59
– – ﹤0.01% 622
2025
Q4 		$5.45K Buy
59
+39
+195% +$3.7K ﹤0.01% 606
2025
Q3 		$1.86K Buy
+20
New +$1.76K ﹤0.01% 659

Other funds holding ETR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Alphinity Investment Management
Alphinity Investment Management Sydney, Australia $4.51B AUM 31.77% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Elevation Wealth Partners's ETR Position: Q3 2026 in Review

Elevation Wealth Partners held its Entergy (ETR) position steady in Q3 2026 at 59 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Elevation Wealth Partners first reported a position in ETR in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.78K in Q2 2026. 495 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Elevation Wealth Partners held 59 shares of Entergy worth $5.86K as of Q3 2026.
  • Elevation Wealth Partners left its Entergy share count unchanged in Q3 2026.
  • Entergy made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1066 holding.
  • Elevation Wealth Partners first reported a position in Entergy in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Entergy position peaked at $6.78K in Q2 2026.
  • 495 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.