Mark Sheptoff Financial Planning’s Entergy ETR Stock Holding History

Mark Sheptoff Financial Planning’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	$46.9K	Hold	400	–	–	0.02%	184
2025 Q4	$37K	Hold	400	–	–	0.02%	215
2025 Q3	$37.3K	Hold	400	–	–	0.02%	215
2025 Q2	$33.2K	Hold	400	–	–	0.02%	217
2025 Q1	$34.2K	Hold	400	–	–	0.02%	195
2024 Q4	$30.3K	Hold	400	–	–	0.02%	218
2024 Q3	$26.3K	Hold	400	–	–	0.01%	228
2024 Q2	$21.4K	Hold	400	–	–	0.01%	250
2024 Q1	$21.1K	Hold	400	–	–	0.01%	228
2023 Q4	$20.2K	Hold	400	–	–	0.01%	226
2023 Q3	$18.5K	Sell	400 -400	-50%	-$19.5K	0.01%	217
2023 Q2	$38.9K	Sell	800 -400	-33%	-$20.7K	0.02%	180
2023 Q1	$64.6K	Hold	1,200	–	–	0.04%	136
2022 Q4	$67.5K	Hold	1,200	–	–	0.04%	133
2022 Q3	$60K	Hold	1,200	–	–	0.04%	134
2022 Q2	$68K	Hold	1,200	–	–	0.04%	138
2022 Q1	$70K	Buy	+1,200	New	+$65.7K	0.04%	150

Other funds holding ETR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's ETR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Entergy (ETR) position steady in Q1 2026 at 400 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #184.

Mark Sheptoff Financial Planning first reported a position in ETR in Q1 2022 and has held it in 17 quarters since. The position peaked at $70K in Q1 2022. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Mark Sheptoff Financial Planning held 400 shares of Entergy worth $46.9K as of Q1 2026.
Mark Sheptoff Financial Planning left its Entergy share count unchanged in Q1 2026.
Entergy made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #184 holding.
Mark Sheptoff Financial Planning first reported a position in Entergy in Q1 2022 and has held it in 17 quarters since.
Mark Sheptoff Financial Planning's Entergy position peaked at $70K in Q1 2022.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.