MWS
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MFA Wealth Services’s Entergy ETR Stock Holding History

MFA Wealth Services’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
Q3 		– Sell
-1,853
Closed -$213K – 134
2026
Q2 		$213K Sell
1,853
-2,373
-56% -$268K 0.13% 127
2026
Q1 		$475K Buy
4,226
+280
+7% +$28.2K 0.31% 81
2025
Q4 		$365K Buy
3,946
+1,055
+36% +$100K 0.25% 90
2025
Q3 		$269K Buy
2,891
+107
+4% +$9.41K 0.19% 105
2025
Q2 		$231K Buy
2,784
+16
+0.6% +$1.32K 0.17% 105
2025
Q1 		$237K Buy
2,768
+38
+1% +$3.13K 0.19% 97
2024
Q4 		$207K Buy
+2,730
New +$197K 0.17% 106

Other funds holding ETR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

MFA Wealth Services's ETR Position: Q3 2026 in Review

MFA Wealth Services sold out of Entergy (ETR) in Q3 2026, closing a stake of 1,853 shares — an estimated $213K sold.

MFA Wealth Services first reported a position in ETR in Q4 2024 and held it in 7 quarters. The position peaked at $475K in Q1 2026. 238 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • MFA Wealth Services reported no remaining Entergy position as of Q3 2026 after selling out during the quarter.
  • MFA Wealth Services sold 1,853 Entergy shares in Q3 2026, an estimated $213K.
  • MFA Wealth Services first reported a position in Entergy in Q4 2024 and held it in 7 quarters.
  • MFA Wealth Services's Entergy position peaked at $475K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.