PDS Planning’s Entergy ETR Stock Holding History

PDS Planning’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	$201K	Buy	+1,754	New	+$198K	0.01%	575

Other funds holding ETR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

PDS Planning's ETR Position: Q2 2026 in Review

PDS Planning opened a new position in Entergy (ETR) in Q2 2026: 1,754 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings.

1,326 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

PDS Planning held 1,754 shares of Entergy worth $201K as of Q2 2026.
Entergy was a new PDS Planning position in Q2 2026.
Entergy made up 0.01% of PDS Planning's portfolio in Q2 2026, its #575 holding.
1,326 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.