LeClair Wealth Partners’s Entergy ETR Stock Holding History

LeClair Wealth 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 Q1	–	Sell	-2,302	Closed	-$213K	–	131
2025 Q4	$213K	Buy	2,302 +96	+4%	+$9.11K	0.12%	104
2025 Q3	$206K	Buy	+2,206	New	+$194K	0.13%	100

Other funds holding ETR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

LeClair Wealth Partners's ETR Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Entergy (ETR) in Q1 2026, closing a stake of 2,302 shares — an estimated $213K sold.

LeClair Wealth Partners first reported a position in ETR in Q3 2025 and held it in 2 quarters. The position peaked at $213K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

LeClair Wealth Partners reported no remaining Entergy position as of Q1 2026 after selling out during the quarter.
LeClair Wealth Partners sold 2,302 Entergy shares in Q1 2026, an estimated $213K.
LeClair Wealth Partners first reported a position in Entergy in Q3 2025 and held it in 2 quarters.
LeClair Wealth Partners's Entergy position peaked at $213K in Q4 2025.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.