LFA
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Legacy Financial Advisors’s Entergy ETR Stock Holding History

Legacy Financial 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
Q1 		$325K Buy
2,895
+300
+12% +$30.2K 0.05% 306
2025
Q4 		$240K Sell
2,595
-742
-22% -$70.4K 0.03% 355
2025
Q3 		$311K Sell
3,337
-947
-22% -$83.3K 0.04% 313
2025
Q2 		$356K Sell
4,284
-11,186
-72% -$924K 0.06% 248
2025
Q1 		$1.32M Sell
15,470
-607
-4% -$50K 0.22% 79
2024
Q4 		$1.22M Sell
16,077
-4,021
-20% -$290K 0.2% 79
2024
Q3 		$1.32M Sell
20,098
-2,950
-13% -$174K 0.22% 75
2024
Q2 		$1.23M Sell
23,048
-230
-1% -$12.4K 0.22% 73
2024
Q1 		$1.23M Buy
23,278
+1,136
+5% +$57.6K 0.22% 78
2023
Q4 		$1.12M Buy
22,142
+7,702
+53% +$376K 0.22% 74
2023
Q3 		$668K Buy
14,440
+2,750
+24% +$134K 0.13% 101
2023
Q2 		$569K Buy
11,690
+7,424
+174% +$385K 0.11% 122
2023
Q1 		$230K Buy
4,266
+122
+3% +$6.47K 0.05% 223
2022
Q4 		$233K Buy
4,144
+50
+1% +$2.74K 0.05% 216
2022
Q3 		$206K Sell
4,094
-16
-0.4% -$918 0.05% 209
2022
Q2 		$231K Sell
4,110
-8
-0.2% -$470 0.06% 188
2022
Q1 		$240K Buy
+4,118
New +$226K 0.05% 203
2019
Q2 		– Sell
-232
Closed -$11K – 365
2019
Q1 		$11K Hold
232
– – ﹤0.01% 594
2018
Q4 		$10K Hold
232
– – ﹤0.01% 561
2018
Q3 		$9K Hold
232
– – ﹤0.01% 546
2018
Q2 		$9K Hold
232
– – ﹤0.01% 544
2018
Q1 		$9K Hold
232
– – ﹤0.01% 496
2017
Q4 		$9K Buy
+232
New +$9.72K ﹤0.01% 500

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's ETR Position: Q1 2026 in Review

Legacy Financial Advisors increased its Entergy (ETR) stake by 12% in Q1 2026, buying an estimated $30.2K and bringing the position to 2,895 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #306.

Legacy Financial Advisors first reported a position in ETR in Q4 2017 and has held it in 23 quarters since. The position peaked at $1.32M in Q1 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Legacy Financial Advisors held 2,895 shares of Entergy worth $325K as of Q1 2026.
  • Legacy Financial Advisors bought 300 Entergy shares in Q1 2026, an estimated $30.2K.
  • Entergy made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #306 holding.
  • Legacy Financial Advisors first reported a position in Entergy in Q4 2017 and has held it in 23 quarters since.
  • Legacy Financial Advisors's Entergy position peaked at $1.32M in Q1 2025.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.