MWM
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Moran Wealth Management’s Entergy ETR Stock Holding History

Moran Wealth Management’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
-2,932
Closed -$329K – 515
2026
Q1 		$329K Sell
2,932
-521
-15% -$52.4K 0.01% 412
2025
Q4 		$319K Sell
3,453
-671
-16% -$63.6K 0.01% 438
2025
Q3 		$384K Buy
4,124
+567
+16% +$49.9K 0.01% 434
2025
Q2 		$296K Buy
+3,557
New +$294K 0.01% 454

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

Moran Wealth Management's ETR Position: Q2 2026 in Review

Moran Wealth Management sold out of Entergy (ETR) in Q2 2026, closing a stake of 2,932 shares — an estimated $329K sold.

Moran Wealth Management first reported a position in ETR in Q2 2025 and held it in 4 quarters. The position peaked at $384K in Q3 2025. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Moran Wealth Management reported no remaining Entergy position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 2,932 Entergy shares in Q2 2026, an estimated $329K.
  • Moran Wealth Management first reported a position in Entergy in Q2 2025 and held it in 4 quarters.
  • Moran Wealth Management's Entergy position peaked at $384K in Q3 2025.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.