MBM Wealth Consultants’s Entergy ETR Stock Holding History

MBM Wealth Consultants’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	-100	Closed	-$11.2K	–	208
2026 Q1	$11.2K	Buy	+100	New	+$10.1K	﹤0.01%	237
2023 Q2	–	Sell	-100	Closed	-$5K	–	159
2023 Q1	$5K	Hold	100	–	–	﹤0.01%	231
2022 Q4	$5K	Hold	100	–	–	﹤0.01%	265
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	235
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	235
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	254
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	243
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	254
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	233
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	224
2020 Q4	$5K	Sell	100 -234	-70%	-$12.3K	﹤0.01%	200
2020 Q3	$16K	Hold	334	–	–	0.01%	162
2020 Q2	$16K	Hold	334	–	–	0.01%	161
2020 Q1	$16K	Hold	334	–	–	0.01%	147
2019 Q4	$20K	Hold	334	–	–	0.01%	153
2019 Q3	$20K	Hold	334	–	–	0.02%	148
2019 Q2	$17K	Hold	334	–	–	0.01%	152
2019 Q1	$16K	Hold	334	–	–	0.01%	156
2018 Q4	$14K	Buy	+334	New	+$14.2K	0.01%	164

Other funds holding ETR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MBM Wealth Consultants's ETR Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Entergy (ETR) in Q2 2026, closing a stake of 100 shares — an estimated $11.2K sold.

MBM Wealth Consultants first reported a position in ETR in Q4 2018 and held it in 19 quarters. The position peaked at $20K in Q4 2019. 1,330 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

MBM Wealth Consultants reported no remaining Entergy position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 100 Entergy shares in Q2 2026, an estimated $11.2K.
MBM Wealth Consultants first reported a position in Entergy in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Entergy position peaked at $20K in Q4 2019.
1,330 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.