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Hopwood Financial Services’s Entergy ETR Stock Holding History

Hopwood Financial Services’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
Q4 		– Sell
-600
Closed -$55.9K – 147
2025
Q3 		$55.9K Hold
600
– – 0.04% 148
2025
Q2 		$49.9K Hold
600
– – 0.04% 152
2025
Q1 		$51.3K Hold
600
– – 0.04% 147
2024
Q4 		$45.5K Buy
+600
New +$43.3K 0.03% 160

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Hopwood Financial Services's ETR Position: Q4 2025 in Review

Hopwood Financial Services sold out of Entergy (ETR) in Q4 2025, closing a stake of 600 shares — an estimated $55.9K sold.

Hopwood Financial Services first reported a position in ETR in Q4 2024 and held it in 4 quarters. The position peaked at $55.9K in Q3 2025. 1,224 funds tracked by Wall St. Rank hold ETR as of Q4 2025.

  • Hopwood Financial Services reported no remaining Entergy position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 600 Entergy shares in Q4 2025, an estimated $55.9K.
  • Hopwood Financial Services first reported a position in Entergy in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Entergy position peaked at $55.9K in Q3 2025.
  • 1,224 funds tracked by Wall St. Rank held Entergy as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.