Jamison Private Wealth Management
ETR icon

Jamison Private Wealth Management’s Entergy ETR Stock Holding History

Jamison Private 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
2026
Q3 		$389K Buy
3,915
+962
+33% +$104K 0.04% 187
2026
Q2 		$339K Buy
2,953
+78
+3% +$8.79K 0.03% 189
2026
Q1 		$323K Buy
2,875
+284
+11% +$28.6K 0.04% 177
2025
Q4 		$239K Buy
2,591
+68
+3% +$6.45K 0.03% 192
2025
Q3 		$235K Buy
+2,523
New +$222K 0.03% 199
2024
Q4 		– Sell
-916
Closed -$60.3K – 288
2024
Q3 		$60.3K Buy
916
+2
+0.2% +$118 0.01% 246
2024
Q2 		$48.9K Buy
914
+468
+105% +$25.2K 0.01% 247
2024
Q1 		$23.6K Buy
446
+22
+5% +$1.12K ﹤0.01% 288
2023
Q4 		$21.4K Buy
424
+120
+39% +$5.86K ﹤0.01% 272
2023
Q3 		$14.1K Buy
+304
New +$14.8K ﹤0.01% 283

Other funds holding ETR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jamison Private Wealth Management's ETR Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Entergy (ETR) stake by 33% in Q3 2026, buying an estimated $104K and bringing the position to 3,915 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #187.

Jamison Private Wealth Management first reported a position in ETR in Q3 2023 and has held it in 10 quarters since. 741 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Jamison Private Wealth Management held 3,915 shares of Entergy worth $389K as of Q3 2026.
  • Jamison Private Wealth Management bought 962 Entergy shares in Q3 2026, an estimated $104K.
  • Entergy made up 0.04% of Jamison Private Wealth Management's portfolio in Q3 2026, its #187 holding.
  • Jamison Private Wealth Management first reported a position in Entergy in Q3 2023 and has held it in 10 quarters since.
  • 741 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.