Reston Wealth Management’s Entergy ETR Stock Holding History

Reston Wealth Management’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
2024 Q4	–	Sell	-6	Closed	-$395	–	183
2024 Q3	$395	Buy	+6	New	+$354	﹤0.01%	416

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Reston Wealth Management's ETR Position: Q4 2024 in Review

Reston Wealth Management sold out of Entergy (ETR) in Q4 2024, closing a stake of 6 shares — an estimated $395 sold.

Reston Wealth Management first reported a position in ETR in Q3 2024 and held it in 1 quarter. The position peaked at $395 in Q3 2024. 1,082 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

Reston Wealth Management reported no remaining Entergy position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 6 Entergy shares in Q4 2024, an estimated $395.
Reston Wealth Management first reported a position in Entergy in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's Entergy position peaked at $395 in Q3 2024.
1,082 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.