RIA
ETR icon

Regal Investment Advisors’s Entergy ETR Stock Holding History

Regal Investment 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
Q1 		$3.65M Buy
32,453
+4,948
+18% +$498K 0.21% 125
2025
Q4 		$2.54M Buy
27,505
+7,137
+35% +$677K 0.15% 157
2025
Q3 		$1.9M Buy
20,368
+8,953
+78% +$788K 0.12% 185
2025
Q2 		$949K Buy
11,415
+675
+6% +$55.7K 0.07% 245
2025
Q1 		$918K Sell
10,740
-11,600
-52% -$955K 0.07% 231
2024
Q4 		$1.69M Buy
22,340
+740
+3% +$53.4K 0.13% 176
2024
Q3 		$1.42M Buy
21,600
+1,576
+8% +$92.9K 0.1% 209
2024
Q2 		$1.07M Buy
20,024
+616
+3% +$33.2K 0.07% 248
2024
Q1 		$1.03M Buy
19,408
+1,174
+6% +$59.5K 0.07% 239
2023
Q4 		$923K Buy
18,234
+608
+3% +$29.7K 0.07% 235
2023
Q3 		$815K Buy
17,626
+2,174
+14% +$106K 0.07% 229
2023
Q2 		$752K Buy
15,452
+1,838
+14% +$95.2K 0.06% 231
2023
Q1 		$733K Buy
13,614
+2,006
+17% +$106K 0.06% 231
2022
Q4 		$653K Buy
11,608
+594
+5% +$32.6K 0.06% 234
2022
Q3 		$554K Buy
11,014
+1,260
+13% +$72.3K 0.06% 246
2022
Q2 		$549K Buy
9,754
+6
+0.1% +$353 0.06% 266
2022
Q1 		$569K Buy
9,748
+1,206
+14% +$66K 0.05% 289
2021
Q4 		$481K Sell
8,542
-794
-9% -$41.7K 0.04% 339
2021
Q3 		$464K Sell
9,336
-38
-0.4% -$2.03K 0.05% 338
2021
Q2 		$467K Buy
+9,374
New +$494K 0.05% 344
2021
Q1 		– Sell
-13,962
Closed -$697K – 138
2020
Q4 		$697K Buy
+13,962
New +$735K 0.08% 226
2020
Q1 		– Sell
-15,206
Closed -$911K – 96
2019
Q4 		$911K Buy
15,206
+206
+1% +$12.1K 0.16% 137
2019
Q3 		$880K Sell
15,000
-1,242
-8% -$67.9K 0.17% 143
2019
Q2 		$836K Buy
16,242
+1,926
+13% +$93.9K 0.16% 145
2019
Q1 		$684K Buy
14,316
+66
+0.5% +$2.98K 0.14% 155
2018
Q4 		$613K Sell
14,250
-106
-0.7% -$4.51K 0.13% 166
2018
Q3 		$582K Buy
14,356
+4,860
+51% +$201K 0.12% 172
2018
Q2 		$384K Sell
9,496
-7,448
-44% -$295K 0.12% 185
2018
Q1 		$667K Buy
16,944
+1,304
+8% +$50.4K 0.15% 152
2017
Q4 		$636K Sell
15,640
-56
-0.4% -$2.35K 0.14% 157
2017
Q3 		$599K Buy
15,696
+2,048
+15% +$79.3K 0.14% 159
2017
Q2 		$524K Buy
13,648
+54
+0.4% +$2.09K 0.13% 162
2017
Q1 		$516K Buy
13,594
+1,148
+9% +$42.1K 0.13% 166
2016
Q4 		$457K Buy
12,446
+8
+0.1% +$287 0.13% 163
2016
Q3 		$477K Buy
12,438
+1,128
+10% +$44.9K 0.14% 160
2016
Q2 		$460K Sell
11,310
-696
-6% -$26.7K 0.13% 164
2016
Q1 		$476K Sell
12,006
-184
-2% -$6.68K 0.13% 153
2015
Q4 		$416K Buy
12,190
+3,696
+44% +$124K 0.11% 168
2015
Q3 		$276K Buy
8,494
+1,000
+13% +$33.9K 0.07% 199
2015
Q2 		$264K Buy
7,494
+800
+12% +$30K 0.07% 208
2015
Q1 		$259K Buy
6,694
+1,200
+22% +$49.2K 0.06% 219
2014
Q4 		$240K Sell
5,494
-1,400
-20% -$58.1K 0.06% 200
2014
Q3 		$267K Buy
6,894
+1,600
+30% +$60.6K 0.08% 198
2014
Q2 		$217K Sell
5,294
-38,716
-88% -$1.44M 0.08% 197
2014
Q1 		$1.47M Buy
44,010
+3,588
+9% +$113K 0.62% 63
2013
Q4 		$1.28M Buy
40,422
+784
+2% +$25K 0.73% 54
2013
Q3 		$1.25M Buy
39,638
+5,610
+16% +$186K 0.73% 37
2013
Q2 		$1.19M Buy
+34,028
New +$1.17M 0.65% 40

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

Regal Investment Advisors's ETR Position: Q1 2026 in Review

Regal Investment Advisors increased its Entergy (ETR) stake by 18% in Q1 2026, buying an estimated $498K and bringing the position to 32,453 shares worth $3.65M. The position accounts for 0.21% of the portfolio, ranked #125.

Regal Investment Advisors first reported a position in ETR in Q2 2013 and has held it in 48 quarters since. 1,277 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Regal Investment Advisors held 32,453 shares of Entergy worth $3.65M as of Q1 2026.
  • Regal Investment Advisors bought 4,948 Entergy shares in Q1 2026, an estimated $498K.
  • Entergy made up 0.21% of Regal Investment Advisors's portfolio in Q1 2026, its #125 holding.
  • Regal Investment Advisors first reported a position in Entergy in Q2 2013 and has held it in 48 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.