EWM
ETR icon

Evolution Wealth Management’s Entergy ETR Stock Holding History

Evolution 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 		$20K Buy
174
+142
+444% +$16K 0.01% 466
2026
Q1 		$3.6K Buy
+32
New +$3.22K ﹤0.01% 669

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

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

Evolution Wealth Management increased its Entergy (ETR) stake by 444% in Q2 2026, buying an estimated $16K and bringing the position to 174 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #466.

Evolution Wealth Management first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Evolution Wealth Management held 174 shares of Entergy worth $20K as of Q2 2026.
  • Evolution Wealth Management bought 142 Entergy shares in Q2 2026, an estimated $16K.
  • Entergy made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Evolution Wealth Management first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.