KWA
ETR icon

Kingswood Wealth Advisors’s Entergy ETR Stock Holding History

Kingswood 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 		$1.33M Buy
11,584
+106
+0.9% +$11.9K 0.05% 343
2026
Q1 		$1.29M Buy
11,478
+163
+1% +$16.4K 0.06% 319
2025
Q4 		$1.05M Buy
11,315
+8,748
+341% +$830K 0.05% 347
2025
Q3 		$239K Buy
+2,567
New +$226K 0.01% 709
2025
Q1 		– Sell
-2,676
Closed -$203K – 757
2024
Q4 		$203K Sell
2,676
-700
-21% -$50.5K 0.02% 733
2024
Q3 		$222K Buy
+3,376
New +$199K 0.02% 645

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its Entergy (ETR) stake by 0.92% in Q2 2026, buying an estimated $11.9K and bringing the position to 11,584 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #343.

Kingswood Wealth Advisors first reported a position in ETR in Q3 2024 and has held it in 6 quarters since. 762 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Kingswood Wealth Advisors held 11,584 shares of Entergy worth $1.33M as of Q2 2026.
  • Kingswood Wealth Advisors bought 106 Entergy shares in Q2 2026, an estimated $11.9K.
  • Entergy made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #343 holding.
  • Kingswood Wealth Advisors first reported a position in Entergy in Q3 2024 and has held it in 6 quarters since.
  • 762 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.