PWPS
ETR icon

Pinnacle Wealth Planning Services’s Entergy ETR Stock Holding History

Pinnacle Wealth Planning 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 		$342K Buy
3,044
+63
+2% +$6.34K 0.04% 297
2025
Q4 		$276K Buy
2,981
+57
+2% +$5.41K 0.03% 354
2025
Q3 		$272K Buy
2,924
+405
+16% +$35.6K 0.03% 357
2025
Q2 		$209K Buy
+2,519
New +$208K 0.03% 415
2021
Q1 		– Sell
-1,426
Closed -$71K – 867
2020
Q4 		$71K Buy
+1,426
New +$75.1K 0.02% 629

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 Planning Services's ETR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Entergy (ETR) stake by 2.1% in Q1 2026, buying an estimated $6.34K and bringing the position to 3,044 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #297.

Pinnacle Wealth Planning Services first reported a position in ETR in Q4 2020 and has held it in 5 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,044 shares of Entergy worth $342K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 63 Entergy shares in Q1 2026, an estimated $6.34K.
  • Entergy made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #297 holding.
  • Pinnacle Wealth Planning Services first reported a position in Entergy in Q4 2020 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 Planning Services's 13F filing for Q1 2026, filed 11 May 2026.