HGERS
ETR icon

Householder Group Estate & Retirement Specialist’s Entergy ETR Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$2K Sell
29
-1,881
-98% -$136K ﹤0.01% 475
2024
Q3 		$125K Buy
1,910
+8
+0.4% +$471 0.04% 324
2024
Q2 		$101K Buy
1,902
+2
+0.1% +$108 0.03% 348
2024
Q1 		$100K Hold
1,900
– – 0.03% 343
2023
Q4 		$96K Sell
1,900
-56
-3% -$2.73K 0.03% 343
2023
Q3 		$90.5K Buy
+1,956
New +$95.4K 0.03% 336
2023
Q1 		$105K Sell
1,956
-82
-4% -$4.35K 0.04% 296
2022
Q4 		$114K Buy
2,038
+82
+4% +$4.5K 0.17% 65
2022
Q3 		$98K Buy
+1,956
New +$112K 0.04% 277

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ETR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Entergy (ETR) stake by 98% in Q4 2024, selling an estimated $136K and leaving 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Householder Group Estate & Retirement Specialist first reported a position in ETR in Q3 2022 and has held it in 9 quarters since. The position peaked at $125K in Q3 2024. 1,083 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 29 shares of Entergy worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,881 Entergy shares in Q4 2024, an estimated $136K.
  • Entergy made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #475 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Entergy in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Entergy position peaked at $125K in Q3 2024.
  • 1,083 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.