LifeWealth Investments’s Entergy ETR Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-4,841	Closed	-$367K	–	143
2024 Q4	$367K	Buy	+4,841	New	+$350K	0.24%	87

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

LifeWealth Investments's ETR Position: Q1 2025 in Review

LifeWealth Investments sold out of Entergy (ETR) in Q1 2025, closing a stake of 4,841 shares — an estimated $367K sold.

LifeWealth Investments first reported a position in ETR in Q4 2024 and held it in 1 quarter. The position peaked at $367K in Q4 2024. 1,172 funds tracked by Wall St. Rank hold ETR as of Q1 2025.

LifeWealth Investments reported no remaining Entergy position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 4,841 Entergy shares in Q1 2025, an estimated $367K.
LifeWealth Investments first reported a position in Entergy in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Entergy position peaked at $367K in Q4 2024.
1,172 funds tracked by Wall St. Rank held Entergy as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.