OWP
ETR icon

ORG Wealth Partners’s Entergy ETR Stock Holding History

ORG 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 		$344K Buy
2,991
+735
+33% +$82.9K 0.05% 188
2026
Q1 		$253K Buy
2,256
+74
+3% +$7.44K 0.05% 194
2025
Q4 		$202K Buy
2,182
+419
+24% +$39.7K 0.05% 200
2025
Q3 		$164K Buy
1,763
+742
+73% +$65.3K 0.03% 232
2025
Q2 		$84.3K Sell
1,021
-50
-5% -$4.13K 0.02% 269
2025
Q1 		$91.7K Buy
+1,071
New +$88.2K 0.03% 283

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

ORG Wealth Partners increased its Entergy (ETR) stake by 33% in Q2 2026, buying an estimated $82.9K and bringing the position to 2,991 shares worth $344K. The position accounts for 0.05% of the portfolio, ranked #188.

ORG Wealth Partners first reported a position in ETR in Q1 2025 and has held it in 6 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • ORG Wealth Partners held 2,991 shares of Entergy worth $344K as of Q2 2026.
  • ORG Wealth Partners bought 735 Entergy shares in Q2 2026, an estimated $82.9K.
  • Entergy made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #188 holding.
  • ORG Wealth Partners first reported a position in Entergy in Q1 2025 and has held it in 6 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.