PWM
ETR icon

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
Q2 		$5.8M Sell
50,507
-483
-0.9% -$54.4K 1.21% 21
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 $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

Palumbo Wealth Management's ETR Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Entergy (ETR) stake by 0.95% in Q2 2026, selling an estimated $54.4K and leaving 50,507 shares worth $5.8M. The position accounts for 1.21% of the portfolio, ranked #21.

Palumbo Wealth Management first reported a position in ETR in Q2 2024 and has held it in 9 quarters since. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Palumbo Wealth Management held 50,507 shares of Entergy worth $5.8M as of Q2 2026.
  • Palumbo Wealth Management sold 483 Entergy shares in Q2 2026, an estimated $54.4K.
  • Entergy made up 1.21% of Palumbo Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Palumbo Wealth Management first reported a position in Entergy in Q2 2024 and has held it in 9 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.