Institute for Wealth Management’s Entergy ETR Stock Holding History

Institute for 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
2026 Q2	$179K	Buy	+1,562	New	+$176K	0.02%	541

Other funds holding ETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Institute for Wealth Management's ETR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Entergy (ETR) in Q2 2026: 1,562 shares worth $179K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings.

1,326 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Institute for Wealth Management held 1,562 shares of Entergy worth $179K as of Q2 2026.
Entergy was a new Institute for Wealth Management position in Q2 2026.
Entergy made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #541 holding.
1,326 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.