Obermeyer Wealth Partners
ETR icon

Obermeyer Wealth Partners’s Entergy ETR Stock Holding History

Obermeyer Wealth Partners’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
Q3 		$205K Sell
2,068
-116
-5% -$12.5K 0.01% 290
2026
Q2 		$251K Buy
2,184
+250
+13% +$28.2K 0.01% 274
2026
Q1 		$217K Buy
+1,934
New +$195K 0.01% 283

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Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Obermeyer Wealth Partners's ETR Position: Q3 2026 in Review

Obermeyer Wealth Partners reduced its Entergy (ETR) stake by 5.3% in Q3 2026, selling an estimated $12.5K and leaving 2,068 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #290.

Obermeyer Wealth Partners first reported a position in ETR in Q1 2026 and has held it in 3 quarters since. The position peaked at $251K in Q2 2026. 460 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Obermeyer Wealth Partners held 2,068 shares of Entergy worth $205K as of Q3 2026.
  • Obermeyer Wealth Partners sold 116 Entergy shares in Q3 2026, an estimated $12.5K.
  • Entergy made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #290 holding.
  • Obermeyer Wealth Partners first reported a position in Entergy in Q1 2026 and has held it in 3 quarters since.
  • Obermeyer Wealth Partners's Entergy position peaked at $251K in Q2 2026.
  • 460 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.