IWA
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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
Q2 		$373K Sell
3,248
-171
-5% -$19.3K 0.2% 103
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invera Wealth Advisors's ETR Position: Q2 2026 in Review

Invera Wealth Advisors reduced its Entergy (ETR) stake by 5% in Q2 2026, selling an estimated $19.3K and leaving 3,248 shares worth $373K. The position accounts for 0.2% of the portfolio, ranked #103.

Invera Wealth Advisors first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. The position peaked at $384K in Q1 2026. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Invera Wealth Advisors held 3,248 shares of Entergy worth $373K as of Q2 2026.
  • Invera Wealth Advisors sold 171 Entergy shares in Q2 2026, an estimated $19.3K.
  • Entergy made up 0.2% of Invera Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • Invera Wealth Advisors first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • Invera Wealth Advisors's Entergy position peaked at $384K in Q1 2026.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.