PWMAG
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Pinnacle Wealth Management Advisory Group’s Entergy ETR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$295K Buy
2,623
+90
+4% +$9.05K 0.02% 415
2025
Q4 		$234K Buy
2,533
+3
+0.1% +$285 0.02% 471
2025
Q3 		$236K Buy
2,530
+6
+0.2% +$528 0.02% 357
2025
Q2 		$210K Sell
2,524
-200
-7% -$16.5K 0.02% 352
2025
Q1 		$233K Buy
+2,724
New +$224K 0.02% 314

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

Pinnacle Wealth Management Advisory Group's ETR Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Entergy (ETR) stake by 3.6% in Q1 2026, buying an estimated $9.05K and bringing the position to 2,623 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #415.

Pinnacle Wealth Management Advisory Group first reported a position in ETR in Q1 2025 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,623 shares of Entergy worth $295K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 90 Entergy shares in Q1 2026, an estimated $9.05K.
  • Entergy made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #415 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Entergy in Q1 2025 and has held it in 5 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.