Oliver Lagore Vanvalin Investment Group’s Entergy ETR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$14.8K	Buy	+173	New	+$14.3K	0.01%	380
2024 Q4	$13.1K	Buy	173 +1	+0.6%	+$72	﹤0.01%	411
2024 Q3	$11.4K	Hold	172	–	–	﹤0.01%	406
2024 Q2	$9.23K	Hold	172	–	–	﹤0.01%	428
2024 Q1	$9.12K	Hold	172	–	–	﹤0.01%	428
2023 Q4	$8.72K	Sell	172 -10	-5%	-$488	﹤0.01%	438
2023 Q3	$8.43K	Hold	182	–	–	﹤0.01%	467
2023 Q2	$8.87K	Buy	182 +10	+6%	+$518	﹤0.01%	483
2023 Q1	$9.27K	Hold	172	–	–	﹤0.01%	394
2022 Q4	$9.68K	Buy	172 +8	+5%	+$439	0.01%	366
2022 Q3	$8K	Buy	+164	New	+$9.41K	0.01%	369

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ETR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Entergy (ETR) in Q2 2025: 173 shares worth $14.8K. The stake represents 0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ETR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ETR in Q3 2022 and has held it in 11 quarters since. 1,148 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 173 shares of Entergy worth $14.8K as of Q2 2025.
Entergy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Entergy made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #380 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Entergy in Q3 2022 and has held it in 11 quarters since.
1,148 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.