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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Measured Wealth Private Client Group's ETR Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Entergy (ETR) position steady in Q1 2026 at 145 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Measured Wealth Private Client Group first reported a position in ETR in Q3 2018 and has held it in 4 quarters since. The position peaked at $59K in Q3 2018. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Measured Wealth Private Client Group held 145 shares of Entergy worth $16.3K as of Q1 2026.
  • Measured Wealth Private Client Group left its Entergy share count unchanged in Q1 2026.
  • Entergy made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #518 holding.
  • Measured Wealth Private Client Group first reported a position in Entergy in Q3 2018 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Entergy position peaked at $59K in Q3 2018.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.