HWA
ETR icon

Heritage Wealth Advisors’s Entergy ETR Stock Holding History

Heritage Wealth Advisors’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 		$491K Hold
4,276
– – 0.02% 134
2026
Q1 		$480K Hold
4,276
– – 0.02% 133
2025
Q4 		$395K Hold
4,276
– – 0.02% 162
2025
Q3 		$398K Hold
4,276
– – 0.02% 149
2025
Q2 		$355K Buy
4,276
+3,776
+755% +$312K 0.02% 159
2025
Q1 		$42.7K Sell
500
-72
-13% -$5.93K ﹤0.01% 313
2024
Q4 		$43.4K Buy
572
+12
+2% +$866 ﹤0.01% 321
2024
Q3 		$36.9K Buy
560
+60
+12% +$3.54K ﹤0.01% 350
2024
Q2 		$26.8K Hold
500
– – ﹤0.01% 363
2024
Q1 		$26.4K Buy
+500
New +$25.3K ﹤0.01% 378
2020
Q1 		– Sell
-22
Closed -$1.32K – 486
2019
Q4 		$1.32K Buy
+22
New +$1.3K ﹤0.01% 637

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

Heritage Wealth Advisors's ETR Position: Q2 2026 in Review

Heritage Wealth Advisors held its Entergy (ETR) position steady in Q2 2026 at 4,276 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #134.

Heritage Wealth Advisors first reported a position in ETR in Q4 2019 and has held it in 11 quarters since. 1,326 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Heritage Wealth Advisors held 4,276 shares of Entergy worth $491K as of Q2 2026.
  • Heritage Wealth Advisors left its Entergy share count unchanged in Q2 2026.
  • Entergy made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #134 holding.
  • Heritage Wealth Advisors first reported a position in Entergy in Q4 2019 and has held it in 11 quarters since.
  • 1,326 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.