IIM
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Intact Investment Management’s Entergy ETR Stock Holding History

Intact Investment 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
2025
Q1 		– Sell
-1,300
Closed -$98.6K – 332
2024
Q4 		$98.6K Buy
+1,300
New +$93.9K ﹤0.01% 261

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Intact Investment Management's ETR Position: Q1 2025 in Review

Intact Investment Management sold out of Entergy (ETR) in Q1 2025, closing a stake of 1,300 shares — an estimated $98.6K sold.

Intact Investment Management first reported a position in ETR in Q4 2024 and held it in 1 quarter. The position peaked at $98.6K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold ETR as of Q1 2025.

  • Intact Investment Management reported no remaining Entergy position as of Q1 2025 after selling out during the quarter.
  • Intact Investment Management sold 1,300 Entergy shares in Q1 2025, an estimated $98.6K.
  • Intact Investment Management first reported a position in Entergy in Q4 2024 and held it in 1 quarter.
  • Intact Investment Management's Entergy position peaked at $98.6K in Q4 2024.
  • 1,168 funds tracked by Wall St. Rank held Entergy as of Q1 2025.

Based on Intact Investment Management's 13F filing for Q1 2025, filed 22 Apr 2025.