MWM
ETR icon

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
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 $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

Moran Wealth Management's ETR Position: Q1 2026 in Review

Moran Wealth Management reduced its Entergy (ETR) stake by 15% in Q1 2026, selling an estimated $52.4K and leaving 2,932 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #412.

Moran Wealth Management first reported a position in ETR in Q2 2025 and has held it in 4 quarters since. The position peaked at $384K in Q3 2025. 1,277 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Moran Wealth Management held 2,932 shares of Entergy worth $329K as of Q1 2026.
  • Moran Wealth Management sold 521 Entergy shares in Q1 2026, an estimated $52.4K.
  • Entergy made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #412 holding.
  • Moran Wealth Management first reported a position in Entergy in Q2 2025 and has held it in 4 quarters since.
  • Moran Wealth Management's Entergy position peaked at $384K in Q3 2025.
  • 1,277 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.