MYIA
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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
Q2 		$5.41M Buy
47,142
+3,398
+8% +$383K 0.1% 217
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 $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

Mount Yale Investment Advisors's ETR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Entergy (ETR) stake by 7.8% in Q2 2026, buying an estimated $383K and bringing the position to 47,142 shares worth $5.41M. The position accounts for 0.1% of the portfolio, ranked #217.

Mount Yale Investment Advisors first reported a position in ETR in Q1 2018 and has held it in 6 quarters since. 1,336 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Mount Yale Investment Advisors held 47,142 shares of Entergy worth $5.41M as of Q2 2026.
  • Mount Yale Investment Advisors bought 3,398 Entergy shares in Q2 2026, an estimated $383K.
  • Entergy made up 0.1% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • Mount Yale Investment Advisors first reported a position in Entergy in Q1 2018 and has held it in 6 quarters since.
  • 1,336 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.