OPW
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Oxler Private Wealth’s Entergy ETR Stock Holding History

Oxler Private Wealth’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
Q1 		$264K Buy
2,349
+15
+0.6% +$1.51K 0.08% 81
2025
Q4 		$216K Buy
2,334
+15
+0.6% +$1.42K 0.06% 87
2025
Q3 		$216K Buy
+2,319
New +$204K 0.06% 87
2022
Q4 		– Sell
-2,072
Closed -$104K – 167
2022
Q3 		$104K Buy
2,072
+16
+0.8% +$918 0.06% 136
2022
Q2 		$116K Buy
+2,056
New +$121K 0.06% 123
2021
Q1 		– Sell
-2,000
Closed -$99K – 152
2020
Q4 		$99K Buy
+2,000
New +$105K 0.06% 135

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxler Private Wealth's ETR Position: Q1 2026 in Review

Oxler Private Wealth increased its Entergy (ETR) stake by 0.64% in Q1 2026, buying an estimated $1.51K and bringing the position to 2,349 shares worth $264K. The position accounts for 0.08% of the portfolio, ranked #81.

Oxler Private Wealth first reported a position in ETR in Q4 2020 and has held it in 6 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Oxler Private Wealth held 2,349 shares of Entergy worth $264K as of Q1 2026.
  • Oxler Private Wealth bought 15 Entergy shares in Q1 2026, an estimated $1.51K.
  • Entergy made up 0.08% of Oxler Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Oxler Private Wealth first reported a position in Entergy in Q4 2020 and has held it in 6 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.