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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
Q2 		$1.83M Buy
15,959
+778
+5% +$87.7K 0.03% 231
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sagespring Wealth Partners's ETR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Entergy (ETR) stake by 5.1% in Q2 2026, buying an estimated $87.7K and bringing the position to 15,959 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #231.

Sagespring Wealth Partners first reported a position in ETR in Q4 2024 and has held it in 7 quarters since. 1,334 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Sagespring Wealth Partners held 15,959 shares of Entergy worth $1.83M as of Q2 2026.
  • Sagespring Wealth Partners bought 778 Entergy shares in Q2 2026, an estimated $87.7K.
  • Entergy made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #231 holding.
  • Sagespring Wealth Partners first reported a position in Entergy in Q4 2024 and has held it in 7 quarters since.
  • 1,334 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.