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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
Q2 		$298K Buy
+2,596
New +$293K 0.15% 99
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LeClair Wealth Partners's ETR Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Entergy (ETR) in Q2 2026: 2,596 shares worth $298K. The stake represents 0.15% of the portfolio and ranks #99 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in ETR as recently as Q4 2025.

LeClair Wealth Partners first reported a position in ETR in Q3 2025 and has held it in 3 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • LeClair Wealth Partners held 2,596 shares of Entergy worth $298K as of Q2 2026.
  • Entergy was a new LeClair Wealth Partners position in Q2 2026.
  • Entergy made up 0.15% of LeClair Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • LeClair Wealth Partners first reported a position in Entergy in Q3 2025 and has held it in 3 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.