HIA
ETR icon

HFM Investment Advisors’s Entergy ETR Stock Holding History

HFM Investment 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 		$1.84K Buy
16
+7
+78% +$789 ﹤0.01% 490
2026
Q1 		$1.01K Hold
9
– – ﹤0.01% 408
2025
Q4 		$832 Hold
9
– – ﹤0.01% 520
2025
Q3 		$839 Hold
9
– – ﹤0.01% 449
2025
Q2 		$748 Buy
9
+5
+125% +$413 ﹤0.01% 487
2025
Q1 		$342 Buy
+4
New +$329 ﹤0.01% 421

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

HFM Investment Advisors's ETR Position: Q2 2026 in Review

HFM Investment Advisors increased its Entergy (ETR) stake by 78% in Q2 2026, buying an estimated $789 and bringing the position to 16 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

HFM Investment Advisors first reported a position in ETR in Q1 2025 and has held it in 6 quarters since. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • HFM Investment Advisors held 16 shares of Entergy worth $1.84K as of Q2 2026.
  • HFM Investment Advisors bought 7 Entergy shares in Q2 2026, an estimated $789.
  • Entergy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #490 holding.
  • HFM Investment Advisors first reported a position in Entergy in Q1 2025 and has held it in 6 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.