EAN
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Excelsior Advisor Network’s Entergy ETR Stock Holding History

Excelsior Advisor Network’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 		$1.53M Buy
13,360
+7,610
+132% +$858K 0.2% 114
2026
Q1 		$646K Buy
+5,750
New +$578K 0.25% 89

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

Excelsior Advisor Network's ETR Position: Q2 2026 in Review

Excelsior Advisor Network increased its Entergy (ETR) stake by 132% in Q2 2026, buying an estimated $858K and bringing the position to 13,360 shares worth $1.53M. The position accounts for 0.2% of the portfolio, ranked #114.

Excelsior Advisor Network first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 1,330 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Excelsior Advisor Network held 13,360 shares of Entergy worth $1.53M as of Q2 2026.
  • Excelsior Advisor Network bought 7,610 Entergy shares in Q2 2026, an estimated $858K.
  • Entergy made up 0.2% of Excelsior Advisor Network's portfolio in Q2 2026, its #114 holding.
  • Excelsior Advisor Network first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 1,330 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.