Invera Wealth Advisors’s Entergy ETR Stock Holding History

Invera 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
2026 Q1	$384K	Buy	3,419 +2	+0.1%	+$201	0.25%	80
2025 Q4	$316K	Buy	+3,417	New	+$324K	0.2%	82

Other funds holding ETR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invera Wealth Advisors's ETR Position: Q1 2026 in Review

Invera Wealth Advisors increased its Entergy (ETR) stake by 0.06% in Q1 2026, buying an estimated $201 and bringing the position to 3,419 shares worth $384K. The position accounts for 0.25% of the portfolio, ranked #80.

Invera Wealth Advisors first reported a position in ETR in Q4 2025 and has held it in 2 quarters since. 1,277 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Invera Wealth Advisors held 3,419 shares of Entergy worth $384K as of Q1 2026.
Invera Wealth Advisors bought 2 Entergy shares in Q1 2026, an estimated $201.
Entergy made up 0.25% of Invera Wealth Advisors's portfolio in Q1 2026, its #80 holding.
Invera Wealth Advisors first reported a position in Entergy in Q4 2025 and has held it in 2 quarters since.
1,277 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.