Iron Horse Wealth Management’s Entergy ETR Stock Holding History

Iron Horse Wealth 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 Q2	$40K	Buy	481 +3	+0.6%	+$248	0.01%	153
2025 Q1	$40.8K	Buy	478 +4	+0.8%	+$329	0.01%	138
2024 Q4	$36K	Buy	474 +2	+0.4%	+$144	0.01%	139
2024 Q3	$31K	Buy	472 +6	+1%	+$354	0.01%	143
2024 Q2	$25K	Buy	+466	New	+$25.1K	0.01%	146

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Iron Horse Wealth Management's ETR Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Entergy (ETR) stake by 0.63% in Q2 2025, buying an estimated $248 and bringing the position to 481 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #153.

Iron Horse Wealth Management first reported a position in ETR in Q2 2024 and has held it in 5 quarters since. The position peaked at $40.8K in Q1 2025. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

Iron Horse Wealth Management held 481 shares of Entergy worth $40K as of Q2 2025.
Iron Horse Wealth Management bought 3 Entergy shares in Q2 2025, an estimated $248.
Entergy made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #153 holding.
Iron Horse Wealth Management first reported a position in Entergy in Q2 2024 and has held it in 5 quarters since.
Iron Horse Wealth Management's Entergy position peaked at $40.8K in Q1 2025.
1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.