PWA
ETR icon

Phoenix Wealth Advisors’s Entergy ETR Stock Holding History

Phoenix Wealth Advisors’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 		$1.84M Sell
16,007
-136
-0.8% -$15.3K 0.62% 37
2026
Q1 		$1.81M Sell
16,143
-103
-0.6% -$10.4K 0.72% 36
2025
Q4 		$1.5M Buy
+16,246
New +$1.54M 0.58% 43

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

Phoenix Wealth Advisors's ETR Position: Q2 2026 in Review

Phoenix Wealth Advisors reduced its Entergy (ETR) stake by 0.84% in Q2 2026, selling an estimated $15.3K and leaving 16,007 shares worth $1.84M. The position accounts for 0.62% of the portfolio, ranked #37.

Phoenix Wealth Advisors first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Phoenix Wealth Advisors held 16,007 shares of Entergy worth $1.84M as of Q2 2026.
  • Phoenix Wealth Advisors sold 136 Entergy shares in Q2 2026, an estimated $15.3K.
  • Entergy made up 0.62% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Phoenix Wealth Advisors first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.