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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
Q2 		– Sell
-645
Closed -$72.5K – 432
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 $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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s ETR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Entergy (ETR) in Q2 2026, closing a stake of 645 shares — an estimated $72.5K sold.

Legacy Wealth Management (Idaho) first reported a position in ETR in Q3 2024 and held it in 7 quarters. The position peaked at $72.5K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Entergy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 645 Entergy shares in Q2 2026, an estimated $72.5K.
  • Legacy Wealth Management (Idaho) first reported a position in Entergy in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Entergy position peaked at $72.5K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.