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BFC Planning, Inc.’s Entergy ETR Stock Holding History

BFC Planning, Inc.’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 		$301K Buy
2,618
+2,125
+431% +$240K 0.01% 802
2026
Q1 		$55.4K Sell
493
-38
-7% -$3.82K ﹤0.01% 1295
2025
Q4 		$49K Buy
531
+53
+11% +$5.03K ﹤0.01% 1378
2025
Q3 		$44.6K Buy
478
+12
+3% +$1.06K ﹤0.01% 1240
2025
Q2 		$38.7K Sell
466
-626
-57% -$51.7K ﹤0.01% 1222
2025
Q1 		$93.5K Sell
1,092
-178
-14% -$14.7K 0.01% 899
2024
Q4 		$96.3K Buy
+1,270
New +$91.7K 0.01% 886

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s ETR Position: Q2 2026 in Review

BFC Planning, Inc. increased its Entergy (ETR) stake by 431% in Q2 2026, buying an estimated $240K and bringing the position to 2,618 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #802.

BFC Planning, Inc. first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 1,338 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • BFC Planning, Inc. held 2,618 shares of Entergy worth $301K as of Q2 2026.
  • BFC Planning, Inc. bought 2,125 Entergy shares in Q2 2026, an estimated $240K.
  • Entergy made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #802 holding.
  • BFC Planning, Inc. first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
  • 1,338 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.