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Legacy Wealth Management (Idaho)’s Entergy ETR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$72.5K Buy
645
+40
+7% +$4.02K 0.04% 222
2025
Q4 		$55.9K Buy
605
+231
+62% +$21.9K 0.03% 202
2025
Q3 		$34.9K Hold
374
– – 0.02% 215
2025
Q2 		$31.1K Hold
374
– – 0.02% 197
2025
Q1 		$32K Hold
374
– – 0.02% 187
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

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 Wealth Management (Idaho)'s ETR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Entergy (ETR) stake by 6.6% in Q1 2026, buying an estimated $4.02K and bringing the position to 645 shares worth $72.5K. The position accounts for 0.04% of the portfolio, ranked #222.

Legacy Wealth Management (Idaho) first reported a position in ETR in Q3 2024 and has held it in 7 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 645 shares of Entergy worth $72.5K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 40 Entergy shares in Q1 2026, an estimated $4.02K.
  • Entergy made up 0.04% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #222 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Entergy in Q3 2024 and has held it in 7 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.