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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
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

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

Peterson Wealth Services's ETR Position: Q2 2026 in Review

Peterson Wealth Services increased its Entergy (ETR) stake by 7.2% in Q2 2026, buying an estimated $88.5K and bringing the position to 11,745 shares worth $1.35M. The position accounts for 0.29% of the portfolio, ranked #64.

Peterson Wealth Services first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. 1,334 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Peterson Wealth Services held 11,745 shares of Entergy worth $1.35M as of Q2 2026.
  • Peterson Wealth Services bought 785 Entergy shares in Q2 2026, an estimated $88.5K.
  • Entergy made up 0.29% of Peterson Wealth Services's portfolio in Q2 2026, its #64 holding.
  • Peterson Wealth Services first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.