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Measured Wealth Private Client Group’s Entergy ETR Stock Holding History

Measured Wealth Private Client Group’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 		$16.7K Hold
145
– – ﹤0.01% 524
2026
Q1 		$16.3K Hold
145
– – ﹤0.01% 518
2025
Q4 		$13.4K Hold
145
– – ﹤0.01% 536
2025
Q3 		$13.5K Buy
+145
New +$12.8K ﹤0.01% 526
2018
Q4 		– Sell
-1,460
Closed -$59K – 284
2018
Q3 		$59K Buy
+1,460
New +$60.4K 0.04% 312

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Measured Wealth Private Client Group's ETR Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Entergy (ETR) position steady in Q2 2026 at 145 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Measured Wealth Private Client Group first reported a position in ETR in Q3 2018 and has held it in 5 quarters since. The position peaked at $59K in Q3 2018. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Measured Wealth Private Client Group held 145 shares of Entergy worth $16.7K as of Q2 2026.
  • Measured Wealth Private Client Group left its Entergy share count unchanged in Q2 2026.
  • Entergy made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #524 holding.
  • Measured Wealth Private Client Group first reported a position in Entergy in Q3 2018 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Entergy position peaked at $59K in Q3 2018.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.