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Legacy Investment Solutions’s Entergy ETR Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$31.1K Buy
+374
New +$30.9K 0.02% 197
2024
Q4 		$30.8K Sell
374
-30
-7% -$2.17K 0.02% 163
2024
Q3 		$29.8K Buy
+404
New +$23.8K 0.02% 164

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's ETR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Entergy (ETR) in Q2 2025: 374 shares worth $31.1K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ETR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ETR in Q3 2024 and has held it in 3 quarters since. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

  • Legacy Investment Solutions held 374 shares of Entergy worth $31.1K as of Q2 2025.
  • Entergy was a new Legacy Investment Solutions position in Q2 2025.
  • Entergy made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #197 holding.
  • Legacy Investment Solutions first reported a position in Entergy in Q3 2024 and has held it in 3 quarters since.
  • 1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.