Retirement Guys Formula’s Entergy ETR Stock Holding History

Retirement Guys Formula’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	$1.44M	Buy	12,556 +741	+6%	+$83.5K	0.54%	74
2026 Q1	$1.33M	Buy	+11,815	New	+$1.19M	0.61%	69

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 $3.38T AUM 44.17% 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

Retirement Guys Formula's ETR Position: Q2 2026 in Review

Retirement Guys Formula increased its Entergy (ETR) stake by 6.3% in Q2 2026, buying an estimated $83.5K and bringing the position to 12,556 shares worth $1.44M. The position accounts for 0.54% of the portfolio, ranked #74.

Retirement Guys Formula first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Retirement Guys Formula held 12,556 shares of Entergy worth $1.44M as of Q2 2026.
Retirement Guys Formula bought 741 Entergy shares in Q2 2026, an estimated $83.5K.
Entergy made up 0.54% of Retirement Guys Formula's portfolio in Q2 2026, its #74 holding.
Retirement Guys Formula first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.