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Planning Strategies’s Entergy ETR Stock Holding History

Planning Strategies’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 		$27.6K Buy
+240
New +$27.1K 0.02% 210

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Planning Strategies's ETR Position: Q2 2026 in Review

Planning Strategies opened a new position in Entergy (ETR) in Q2 2026: 240 shares worth $27.6K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

1,269 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Planning Strategies held 240 shares of Entergy worth $27.6K as of Q2 2026.
  • Entergy was a new Planning Strategies position in Q2 2026.
  • Entergy made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #210 holding.
  • 1,269 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.