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Physician Wealth Advisors’s Entergy ETR Stock Holding History

Physician 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 		$43.9K Buy
382
+5
+1% +$564 0.01% 462
2026
Q1 		$42.4K Buy
377
+135
+56% +$13.6K 0.01% 434
2025
Q4 		$22.4K Sell
242
-75
-24% -$7.11K ﹤0.01% 559
2025
Q3 		$29.5K Buy
317
+115
+57% +$10.1K ﹤0.01% 487
2025
Q2 		$16.8K Hold
202
– – ﹤0.01% 547
2025
Q1 		$17.3K Buy
202
+12
+6% +$988 ﹤0.01% 514
2024
Q4 		$14.4K Buy
+190
New +$13.7K ﹤0.01% 568

Other funds holding ETR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

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

Physician Wealth Advisors increased its Entergy (ETR) stake by 1.3% in Q2 2026, buying an estimated $564 and bringing the position to 382 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #462.

Physician Wealth Advisors first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 239 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Physician Wealth Advisors held 382 shares of Entergy worth $43.9K as of Q2 2026.
  • Physician Wealth Advisors bought 5 Entergy shares in Q2 2026, an estimated $564.
  • Entergy made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #462 holding.
  • Physician Wealth Advisors first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
  • 239 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.