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SageGuard Financial Group’s Entergy ETR Stock Holding History

SageGuard Financial Group’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 		$354K Sell
3,079
-116
-4% -$13.1K 0.05% 163
2026
Q1 		$359K Buy
3,195
+10
+0.3% +$1.01K 0.06% 144
2025
Q4 		$294K Buy
+3,185
New +$302K 0.05% 143

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SageGuard Financial Group's ETR Position: Q2 2026 in Review

SageGuard Financial Group reduced its Entergy (ETR) stake by 3.6% in Q2 2026, selling an estimated $13.1K and leaving 3,079 shares worth $354K. The position accounts for 0.05% of the portfolio, ranked #163.

SageGuard Financial Group first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. The position peaked at $359K in Q1 2026. 762 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • SageGuard Financial Group held 3,079 shares of Entergy worth $354K as of Q2 2026.
  • SageGuard Financial Group sold 116 Entergy shares in Q2 2026, an estimated $13.1K.
  • Entergy made up 0.05% of SageGuard Financial Group's portfolio in Q2 2026, its #163 holding.
  • SageGuard Financial Group first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Entergy position peaked at $359K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.