PWM
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Palumbo Wealth Management’s Entergy ETR Stock Holding History

Palumbo Wealth Management’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 		$5.73M Buy
50,990
+1,687
+3% +$170K 1.4% 20
2025
Q4 		$4.56M Buy
49,303
+112
+0.2% +$10.6K 1.12% 21
2025
Q3 		$4.57M Buy
49,191
+249
+0.5% +$21.9K 1.46% 20
2025
Q2 		$4.07M Sell
48,942
-945
-2% -$78K 1.26% 18
2025
Q1 		$4.26M Buy
49,887
+544
+1% +$44.8K 1.43% 18
2024
Q4 		$3.74M Buy
49,343
+2,407
+5% +$174K 1.4% 15
2024
Q3 		$3.09M Buy
46,936
+1,414
+3% +$83.3K 1.2% 22
2024
Q2 		$2.44M Buy
+45,522
New +$2.45M 1.03% 24

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

Palumbo Wealth Management's ETR Position: Q1 2026 in Review

Palumbo Wealth Management increased its Entergy (ETR) stake by 3.4% in Q1 2026, buying an estimated $170K and bringing the position to 50,990 shares worth $5.73M. The position accounts for 1.4% of the portfolio, ranked #20.

Palumbo Wealth Management first reported a position in ETR in Q2 2024 and has held it in 8 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Palumbo Wealth Management held 50,990 shares of Entergy worth $5.73M as of Q1 2026.
  • Palumbo Wealth Management bought 1,687 Entergy shares in Q1 2026, an estimated $170K.
  • Entergy made up 1.4% of Palumbo Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Palumbo Wealth Management first reported a position in Entergy in Q2 2024 and has held it in 8 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Palumbo Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.