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Moneta Group Investment Advisors’s Entergy ETR Stock Holding History

Moneta Group Investment Advisors’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 		$295K Buy
2,570
+300
+13% +$33.8K ﹤0.01% 703
2026
Q1 		$255K Sell
2,270
-129
-5% -$13K ﹤0.01% 685
2025
Q4 		$222K Buy
2,399
+170
+8% +$16.1K ﹤0.01% 741
2025
Q3 		$208K Buy
+2,229
New +$196K ﹤0.01% 749
2018
Q2 		– Sell
-702
Closed -$28K – 461
2018
Q1 		$28K Buy
702
+370
+111% +$14.3K ﹤0.01% 365
2017
Q4 		$14K Buy
+332
New +$13.9K ﹤0.01% 328
2015
Q4 		– Sell
-546
Closed -$18K – 227
2015
Q3 		$18K Buy
+546
New +$18.5K 0.01% 339

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 $3.37T AUM 44.26% 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

Moneta Group Investment Advisors's ETR Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Entergy (ETR) stake by 13% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,570 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Moneta Group Investment Advisors first reported a position in ETR in Q3 2015 and has held it in 7 quarters since. 1,334 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Moneta Group Investment Advisors held 2,570 shares of Entergy worth $295K as of Q2 2026.
  • Moneta Group Investment Advisors bought 300 Entergy shares in Q2 2026, an estimated $33.8K.
  • Entergy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #703 holding.
  • Moneta Group Investment Advisors first reported a position in Entergy in Q3 2015 and has held it in 7 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.