EWA
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EP Wealth Advisors’s Entergy ETR Stock Holding History

EP Wealth Advisors’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$897K Sell
10,794
-578
-5% -$48K 0.01% 586
2025
Q1 		$972K Buy
11,372
+1,156
+11% +$98.8K 0.01% 509
2024
Q4 		$775K Buy
10,216
+716
+8% +$54.3K 0.01% 570
2024
Q3 		$625K Buy
+9,500
New +$625K 0.01% 624