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Nvest Wealth Strategies’s Entergy ETR Stock Holding History

Nvest Wealth Strategies’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 		$919 Buy
8
+4
+100% +$451 ﹤0.01% 222
2026
Q1 		$450 Buy
+4
New +$402 ﹤0.01% 300

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Wealth Strategies's ETR Position: Q2 2026 in Review

Nvest Wealth Strategies increased its Entergy (ETR) stake by 100% in Q2 2026, buying an estimated $451 and bringing the position to 8 shares worth $919. The position accounts for ﹤0.01% of the portfolio, ranked #222.

Nvest Wealth Strategies first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 762 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Nvest Wealth Strategies held 8 shares of Entergy worth $919 as of Q2 2026.
  • Nvest Wealth Strategies bought 4 Entergy shares in Q2 2026, an estimated $451.
  • Entergy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #222 holding.
  • Nvest Wealth Strategies first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 762 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.