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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
Q2 		$251K Buy
2,184
+250
+13% +$28.2K 0.01% 274
2026
Q1 		$217K Buy
+1,934
New +$195K 0.01% 283

Other funds holding ETR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Obermeyer Wealth Partners's ETR Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Entergy (ETR) stake by 13% in Q2 2026, buying an estimated $28.2K and bringing the position to 2,184 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #274.

Obermeyer Wealth Partners first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 475 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Obermeyer Wealth Partners held 2,184 shares of Entergy worth $251K as of Q2 2026.
  • Obermeyer Wealth Partners bought 250 Entergy shares in Q2 2026, an estimated $28.2K.
  • Entergy made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #274 holding.
  • Obermeyer Wealth Partners first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 475 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.