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Lake Street Advisors Group’s Entergy ETR Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$318K Buy
4,196
+102
+2% +$7.36K 0.01% 432
2024
Q3 		$269K Buy
+4,094
New +$241K 0.01% 483

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lake Street Advisors Group's ETR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Entergy (ETR) stake by 2.5% in Q4 2024, buying an estimated $7.36K and bringing the position to 4,196 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #432.

Lake Street Advisors Group first reported a position in ETR in Q3 2024 and has held it in 2 quarters since. 1,083 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

  • Lake Street Advisors Group held 4,196 shares of Entergy worth $318K as of Q4 2024.
  • Lake Street Advisors Group bought 102 Entergy shares in Q4 2024, an estimated $7.36K.
  • Entergy made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #432 holding.
  • Lake Street Advisors Group first reported a position in Entergy in Q3 2024 and has held it in 2 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.