Marks Group Wealth Management’s Entergy ETR Stock Holding History

Marks Group Wealth Management’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	$2.45M	Sell	21,785 -10,431	-32%	-$1.05M	0.24%	117
2025 Q4	$2.98M	Buy	32,216 +3,329	+12%	+$316K	0.29%	105
2025 Q3	$2.69M	Buy	28,887 +726	+3%	+$63.9K	0.25%	107
2025 Q2	$2.34M	Buy	28,161 +10,357	+58%	+$855K	0.22%	111
2025 Q1	$1.52M	Buy	17,804 +67	+0.4%	+$5.52K	0.15%	142
2024 Q4	$1.34M	Sell	17,737 -67	-0.4%	-$4.84K	0.13%	147
2024 Q3	$1.17M	Sell	17,804 -114	-0.6%	-$6.72K	0.11%	167
2024 Q2	$959K	Buy	+17,918	New	+$966K	0.1%	171

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

Marks Group Wealth Management's ETR Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Entergy (ETR) stake by 32% in Q1 2026, selling an estimated $1.05M and leaving 21,785 shares worth $2.45M. The position accounts for 0.24% of the portfolio, ranked #117.

Marks Group Wealth Management first reported a position in ETR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.98M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Marks Group Wealth Management held 21,785 shares of Entergy worth $2.45M as of Q1 2026.
Marks Group Wealth Management sold 10,431 Entergy shares in Q1 2026, an estimated $1.05M.
Entergy made up 0.24% of Marks Group Wealth Management's portfolio in Q1 2026, its #117 holding.
Marks Group Wealth Management first reported a position in Entergy in Q2 2024 and has held it in 8 quarters since.
Marks Group Wealth Management's Entergy position peaked at $2.98M in Q4 2025.
1,277 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.