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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
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

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

Peterson Wealth Services's ETR Position: Q1 2026 in Review

Peterson Wealth Services increased its Entergy (ETR) stake by 16% in Q1 2026, buying an estimated $152K and bringing the position to 10,960 shares worth $1.23M. The position accounts for 0.3% of the portfolio, ranked #62.

Peterson Wealth Services first reported a position in ETR in Q4 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Peterson Wealth Services held 10,960 shares of Entergy worth $1.23M as of Q1 2026.
  • Peterson Wealth Services bought 1,506 Entergy shares in Q1 2026, an estimated $152K.
  • Entergy made up 0.3% of Peterson Wealth Services's portfolio in Q1 2026, its #62 holding.
  • Peterson Wealth Services first reported a position in Entergy in Q4 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.