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Mutual Advisors’s Entergy ETR Stock Holding History

Mutual 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 		$442K Buy
3,937
+176
+5% +$17.7K 0.01% 940
2025
Q4 		$348K Buy
3,761
+37
+1% +$3.51K 0.01% 1023
2025
Q3 		$356K Buy
3,724
+180
+5% +$15.8K 0.01% 997
2025
Q2 		$312K Buy
+3,544
New +$293K 0.01% 967

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

Mutual Advisors's ETR Position: Q1 2026 in Review

Mutual Advisors increased its Entergy (ETR) stake by 4.7% in Q1 2026, buying an estimated $17.7K and bringing the position to 3,937 shares worth $442K. The position accounts for 0.01% of the portfolio, ranked #940.

Mutual Advisors first reported a position in ETR in Q2 2025 and has held it in 4 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Mutual Advisors held 3,937 shares of Entergy worth $442K as of Q1 2026.
  • Mutual Advisors bought 176 Entergy shares in Q1 2026, an estimated $17.7K.
  • Entergy made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #940 holding.
  • Mutual Advisors first reported a position in Entergy in Q2 2025 and has held it in 4 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.