IPWA
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International Private Wealth Advisors’s Entergy ETR Stock Holding History

International Private Wealth 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
2025
Q2 		– Sell
-5,013
Closed -$429K – 168
2025
Q1 		$429K Sell
5,013
-1,060
-17% -$87.3K 0.41% 64
2024
Q4 		$460K Sell
6,073
-177
-3% -$12.8K 0.46% 55
2024
Q3 		$411K Sell
6,250
-432
-6% -$25.5K 0.6% 43
2024
Q2 		$357K Buy
6,682
+354
+6% +$19.1K 0.6% 47
2024
Q1 		$334K Buy
+6,328
New +$321K 0.65% 55

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

International Private Wealth Advisors's ETR Position: Q2 2025 in Review

International Private Wealth Advisors sold out of Entergy (ETR) in Q2 2025, closing a stake of 5,013 shares — an estimated $429K sold.

International Private Wealth Advisors first reported a position in ETR in Q1 2024 and held it in 5 quarters. The position peaked at $460K in Q4 2024. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

  • International Private Wealth Advisors reported no remaining Entergy position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 5,013 Entergy shares in Q2 2025, an estimated $429K.
  • International Private Wealth Advisors first reported a position in Entergy in Q1 2024 and held it in 5 quarters.
  • International Private Wealth Advisors's Entergy position peaked at $460K in Q4 2024.
  • 1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.