IRP
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Investment Research Partners’s Entergy ETR Stock Holding History

Investment Research Partners’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 		$306K Sell
2,660
-50
-2% -$5.64K 0.1% 208
2026
Q1 		$304K Hold
2,710
– – 0.12% 183
2025
Q4 		$250K Hold
2,710
– – 0.11% 196
2025
Q3 		$259K Buy
+2,710
New +$238K 0.12% 188

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Investment Research Partners's ETR Position: Q2 2026 in Review

Investment Research Partners reduced its Entergy (ETR) stake by 1.8% in Q2 2026, selling an estimated $5.64K and leaving 2,660 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #208.

Investment Research Partners first reported a position in ETR in Q3 2025 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Investment Research Partners held 2,660 shares of Entergy worth $306K as of Q2 2026.
  • Investment Research Partners sold 50 Entergy shares in Q2 2026, an estimated $5.64K.
  • Entergy made up 0.1% of Investment Research Partners's portfolio in Q2 2026, its #208 holding.
  • Investment Research Partners first reported a position in Entergy in Q3 2025 and has held it in 4 quarters since.
  • 976 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.