EWA
ETR icon

EverSource Wealth Advisors’s Entergy ETR Stock Holding History

EverSource Wealth Advisors’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 		$971K Sell
8,451
-73
-0.9% -$8.23K 0.03% 363
2026
Q1 		$958K Buy
8,524
+804
+10% +$80.9K 0.03% 394
2025
Q4 		$714K Sell
7,720
-13
-0.2% -$1.23K 0.03% 422
2025
Q3 		$721K Buy
7,733
+313
+4% +$27.5K 0.03% 393
2025
Q2 		$617K Buy
7,420
+1,030
+16% +$85.1K 0.03% 389
2025
Q1 		$546K Buy
6,390
+1,261
+25% +$104K 0.03% 364
2024
Q4 		$389K Buy
5,129
+3,375
+192% +$244K 0.02% 434
2024
Q3 		$115K Buy
1,754
+236
+16% +$13.9K 0.01% 747
2024
Q2 		$88K Buy
1,518
+356
+31% +$19.2K 0.01% 851
2024
Q1 		$62K Buy
1,162
+858
+282% +$43.5K ﹤0.01% 888
2023
Q4 		$15.4K Sell
304
-236
-44% -$11.5K ﹤0.01% 1366
2023
Q3 		$25K Buy
540
+330
+157% +$16.1K ﹤0.01% 1047
2023
Q2 		$10.2K Sell
210
-146
-41% -$7.57K ﹤0.01% 1430
2023
Q1 		$19.2K Buy
356
+200
+128% +$10.6K ﹤0.01% 1096
2022
Q4 		$8.78K Sell
156
-2
-1% -$110 ﹤0.01% 1376
2022
Q3 		$8K Buy
158
+32
+25% +$1.84K ﹤0.01% 1191
2022
Q2 		$7K Sell
126
-34
-21% -$2K ﹤0.01% 1151
2022
Q1 		$9K Buy
160
+104
+186% +$5.7K ﹤0.01% 1008
2021
Q4 		$3K Buy
+56
New +$2.94K ﹤0.01% 1413

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's ETR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Entergy (ETR) stake by 0.86% in Q2 2026, selling an estimated $8.23K and leaving 8,451 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #363.

EverSource Wealth Advisors first reported a position in ETR in Q4 2021 and has held it in 19 quarters since. 1,326 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • EverSource Wealth Advisors held 8,451 shares of Entergy worth $971K as of Q2 2026.
  • EverSource Wealth Advisors sold 73 Entergy shares in Q2 2026, an estimated $8.23K.
  • Entergy made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #363 holding.
  • EverSource Wealth Advisors first reported a position in Entergy in Q4 2021 and has held it in 19 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.