FDW
ETR icon

Fourth Dimension Wealth’s Entergy ETR Stock Holding History

Fourth Dimension Wealth’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 		$176K Buy
1,530
+1,330
+665% +$150K 0.06% 162
2026
Q1 		$22.5K Hold
200
– – 0.01% 302
2025
Q4 		$18.5K Hold
200
– – 0.01% 342
2025
Q3 		$18.6K Hold
200
– – 0.01% 337
2025
Q2 		$16.6K Hold
200
– – 0.01% 356
2025
Q1 		$17.1K Sell
200
-190
-49% -$15.6K 0.01% 336
2024
Q4 		$29.6K Buy
+390
New +$28.2K 0.02% 278

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

Fourth Dimension Wealth's ETR Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Entergy (ETR) stake by 665% in Q2 2026, buying an estimated $150K and bringing the position to 1,530 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #162.

Fourth Dimension Wealth first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Fourth Dimension Wealth held 1,530 shares of Entergy worth $176K as of Q2 2026.
  • Fourth Dimension Wealth bought 1,330 Entergy shares in Q2 2026, an estimated $150K.
  • Entergy made up 0.06% of Fourth Dimension Wealth's portfolio in Q2 2026, its #162 holding.
  • Fourth Dimension Wealth first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.