MYIA
ETR icon

Mount Yale Investment Advisors’s Entergy ETR Stock Holding History

Mount Yale 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
Q1 		$4.92M Buy
43,744
+36,633
+515% +$3.69M 0.11% 189
2025
Q4 		$657K Buy
7,111
+590
+9% +$56K 0.03% 392
2025
Q3 		$608K Buy
6,521
+709
+12% +$62.4K 0.04% 377
2025
Q2 		$483K Buy
+5,812
New +$480K 0.04% 348
2018
Q2 		– Sell
-1,308
Closed -$52K – 962
2018
Q1 		$52K Buy
+1,308
New +$50.6K 0.01% 608

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

Mount Yale Investment Advisors's ETR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Entergy (ETR) stake by 515% in Q1 2026, buying an estimated $3.69M and bringing the position to 43,744 shares worth $4.92M. The position accounts for 0.11% of the portfolio, ranked #189.

Mount Yale Investment Advisors first reported a position in ETR in Q1 2018 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Mount Yale Investment Advisors held 43,744 shares of Entergy worth $4.92M as of Q1 2026.
  • Mount Yale Investment Advisors bought 36,633 Entergy shares in Q1 2026, an estimated $3.69M.
  • Entergy made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #189 holding.
  • Mount Yale Investment Advisors first reported a position in Entergy in Q1 2018 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.