Principia Wealth Advisory’s Entergy ETR Stock Holding History

Principia Wealth Advisory’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	$10.2K	Buy	89 +47	+112%	+$5.3K	0.01%	252
2026 Q1	$4.72K	Buy	42 +11	+35%	+$1.11K	﹤0.01%	309
2025 Q4	$2.87K	Buy	31 +6	+24%	+$569	﹤0.01%	362
2025 Q3	$2.33K	Buy	25 +2	+9%	+$176	﹤0.01%	406
2025 Q2	$1.91K	Buy	23 +4	+21%	+$330	﹤0.01%	398
2025 Q1	$1.53K	Buy	19 +11	+138%	+$906	﹤0.01%	328
2024 Q4	$607	Buy	+8	New	+$578	﹤0.01%	491

Other funds holding ETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principia Wealth Advisory's ETR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Entergy (ETR) stake by 112% in Q2 2026, buying an estimated $5.3K and bringing the position to 89 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #252.

Principia Wealth Advisory first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 1,330 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Principia Wealth Advisory held 89 shares of Entergy worth $10.2K as of Q2 2026.
Principia Wealth Advisory bought 47 Entergy shares in Q2 2026, an estimated $5.3K.
Entergy made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #252 holding.
Principia Wealth Advisory first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
1,330 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.