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Schechter Investment Advisors’s Entergy ETR Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$231K Sell
2,700
-217
-7% -$17.9K 0.02% 526
2024
Q4 		$221K Sell
2,917
-467
-14% -$33.7K 0.02% 555
2024
Q3 		$223K Buy
+3,384
New +$199K 0.02% 565

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Schechter Investment Advisors's ETR Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Entergy (ETR) stake by 7.4% in Q1 2025, selling an estimated $17.9K and leaving 2,700 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #526.

Schechter Investment Advisors first reported a position in ETR in Q3 2024 and has held it in 3 quarters since. 1,168 funds tracked by Wall St. Rank hold ETR as of Q1 2025.

  • Schechter Investment Advisors held 2,700 shares of Entergy worth $231K as of Q1 2025.
  • Schechter Investment Advisors sold 217 Entergy shares in Q1 2025, an estimated $17.9K.
  • Entergy made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #526 holding.
  • Schechter Investment Advisors first reported a position in Entergy in Q3 2024 and has held it in 3 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Entergy as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.