Lido Advisors
ETR icon

Lido Advisors’s Entergy ETR Stock Holding History

Lido 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 		$2.37M Buy
21,078
+3,901
+23% +$392K 0.01% 663
2025
Q4 		$1.6M Buy
17,177
+1,919
+13% +$182K ﹤0.01% 798
2025
Q3 		$1.42M Buy
15,258
+1,493
+11% +$131K ﹤0.01% 803
2025
Q2 		$1.14M Buy
13,765
+150
+1% +$12.4K ﹤0.01% 790
2025
Q1 		$1.16M Buy
13,615
+611
+5% +$50.3K 0.01% 714
2024
Q4 		$986K Buy
13,004
+608
+5% +$43.9K ﹤0.01% 770
2024
Q3 		$816K Sell
12,396
-528
-4% -$31.1K ﹤0.01% 792
2024
Q2 		$691K Buy
12,924
+580
+5% +$31.3K ﹤0.01% 808
2024
Q1 		$652K Buy
12,344
+2,620
+27% +$133K ﹤0.01% 807
2023
Q4 		$492K Buy
9,724
+1,778
+22% +$86.8K ﹤0.01% 867
2023
Q3 		$368K Buy
7,946
+2
+0% +$98 ﹤0.01% 847
2023
Q2 		$387K Buy
7,944
+1,348
+20% +$69.9K ﹤0.01% 821
2023
Q1 		$355K Buy
6,596
+262
+4% +$13.9K ﹤0.01% 820
2022
Q4 		$356K Buy
6,334
+312
+5% +$17.1K ﹤0.01% 743
2022
Q3 		$303K Buy
6,022
+124
+2% +$7.11K ﹤0.01% 747
2022
Q2 		$332K Buy
5,898
+1,744
+42% +$103K ﹤0.01% 695
2022
Q1 		$242K Buy
4,154
+228
+6% +$12.5K ﹤0.01% 890
2021
Q4 		$221K Sell
3,926
-228
-5% -$12K ﹤0.01% 930
2021
Q3 		$206K Buy
+4,154
New +$222K ﹤0.01% 914
2020
Q2 		– Sell
-7,638
Closed -$359K – 624
2020
Q1 		$359K Sell
7,638
-1,052
-12% -$62.3K 0.02% 389
2019
Q4 		$521K Buy
+8,690
New +$512K 0.02% 380

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

Lido Advisors's ETR Position: Q1 2026 in Review

Lido Advisors increased its Entergy (ETR) stake by 23% in Q1 2026, buying an estimated $392K and bringing the position to 21,078 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #663.

Lido Advisors first reported a position in ETR in Q4 2019 and has held it in 21 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Lido Advisors held 21,078 shares of Entergy worth $2.37M as of Q1 2026.
  • Lido Advisors bought 3,901 Entergy shares in Q1 2026, an estimated $392K.
  • Entergy made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #663 holding.
  • Lido Advisors first reported a position in Entergy in Q4 2019 and has held it in 21 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.