HWM
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Hemington Wealth Management’s Entergy ETR Stock Holding History

Hemington 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
2025
Q3 		$42K Buy
459
+31
+7% +$2.73K 0.01% 408
2025
Q2 		$35K Buy
428
+37
+9% +$3.06K 0.01% 425
2025
Q1 		$33K Sell
391
-77
-16% -$6.34K 0.01% 417
2024
Q4 		$35K Buy
468
+52
+13% +$3.75K 0.01% 386
2024
Q3 		$32K Buy
+416
New +$24.5K 0.01% 385

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Hemington Wealth Management's ETR Position: Q3 2025 in Review

Hemington Wealth Management increased its Entergy (ETR) stake by 7.2% in Q3 2025, buying an estimated $2.73K and bringing the position to 459 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #408.

Hemington Wealth Management first reported a position in ETR in Q3 2024 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold ETR as of Q3 2025.

  • Hemington Wealth Management held 459 shares of Entergy worth $42K as of Q3 2025.
  • Hemington Wealth Management bought 31 Entergy shares in Q3 2025, an estimated $2.73K.
  • Entergy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #408 holding.
  • Hemington Wealth Management first reported a position in Entergy in Q3 2024 and has held it in 5 quarters since.
  • 1,161 funds tracked by Wall St. Rank held Entergy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.