EPIM
ETR icon

Evelyn Partners Investment Management’s Entergy ETR Stock Holding History

Evelyn Partners Investment 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
Q1 		$56.2K Hold
500
– – ﹤0.01% 271
2025
Q4 		$46.2K Hold
500
– – ﹤0.01% 285
2025
Q3 		$46.6K Hold
500
– – ﹤0.01% 282
2025
Q2 		$41.6K Hold
500
– – ﹤0.01% 293
2025
Q1 		$42.7K Hold
500
– – ﹤0.01% 288
2024
Q4 		$37.9K Buy
+500
New +$36.1K ﹤0.01% 291

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

Evelyn Partners Investment Management's ETR Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Entergy (ETR) position steady in Q1 2026 at 500 shares worth $56.2K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Evelyn Partners Investment Management first reported a position in ETR in Q4 2024 and has held it in 6 quarters since. 1,279 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Evelyn Partners Investment Management held 500 shares of Entergy worth $56.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Entergy share count unchanged in Q1 2026.
  • Entergy made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #271 holding.
  • Evelyn Partners Investment Management first reported a position in Entergy in Q4 2024 and has held it in 6 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.