Peterson Wealth Services
ETR icon

Peterson Wealth Services’s Entergy ETR Stock Holding History

Peterson Wealth Services’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
Q3 		$1.25M Buy
12,579
+834
+7% +$90K 0.26% 64
2026
Q2 		$1.35M Buy
11,745
+785
+7% +$88.5K 0.29% 64
2026
Q1 		$1.23M Buy
10,960
+1,506
+16% +$152K 0.3% 62
2025
Q4 		$874K Buy
+9,454
New +$897K 0.22% 71

Other funds holding ETR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Peterson Wealth Services's ETR Position: Q3 2026 in Review

Peterson Wealth Services increased its Entergy (ETR) stake by 7.1% in Q3 2026, buying an estimated $90K and bringing the position to 12,579 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #64.

Peterson Wealth Services first reported a position in ETR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.35M in Q2 2026. 685 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Peterson Wealth Services held 12,579 shares of Entergy worth $1.25M as of Q3 2026.
  • Peterson Wealth Services bought 834 Entergy shares in Q3 2026, an estimated $90K.
  • Entergy made up 0.26% of Peterson Wealth Services's portfolio in Q3 2026, its #64 holding.
  • Peterson Wealth Services first reported a position in Entergy in Q4 2025 and has held it in 4 quarters since.
  • Peterson Wealth Services's Entergy position peaked at $1.35M in Q2 2026.
  • 685 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.