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Sagespring Wealth Partners’s Entergy ETR Stock Holding History

Sagespring Wealth Partners’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 		$1.71M Buy
15,181
+1,324
+10% +$133K 0.03% 217
2025
Q4 		$1.28M Buy
13,857
+3,521
+34% +$334K 0.02% 264
2025
Q3 		$963K Buy
10,336
+4,034
+64% +$355K 0.02% 304
2025
Q2 		$524K Buy
6,302
+354
+6% +$29.2K 0.01% 430
2025
Q1 		$508K Buy
5,948
+497
+9% +$40.9K 0.01% 387
2024
Q4 		$413K Buy
+5,451
New +$394K 0.01% 389

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

Sagespring Wealth Partners's ETR Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Entergy (ETR) stake by 9.6% in Q1 2026, buying an estimated $133K and bringing the position to 15,181 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #217.

Sagespring Wealth Partners first reported a position in ETR in Q4 2024 and has held it in 6 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Sagespring Wealth Partners held 15,181 shares of Entergy worth $1.71M as of Q1 2026.
  • Sagespring Wealth Partners bought 1,324 Entergy shares in Q1 2026, an estimated $133K.
  • Entergy made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #217 holding.
  • Sagespring Wealth Partners first reported a position in Entergy in Q4 2024 and has held it in 6 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.