SHFP
ETR icon

Second Half Financial Partners’s Entergy ETR Stock Holding History

Second Half Financial 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 		$314K Hold
2,734
– – 0.13% 73
2026
Q1 		$307K Hold
2,734
– – 0.14% 70
2025
Q4 		$253K Hold
2,734
– – 0.11% 83
2025
Q3 		$255K Hold
2,734
– – 0.11% 80
2025
Q2 		$227K Buy
+2,734
New +$226K 0.11% 81

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

Second Half Financial Partners's ETR Position: Q2 2026 in Review

Second Half Financial Partners held its Entergy (ETR) position steady in Q2 2026 at 2,734 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #73.

Second Half Financial Partners first reported a position in ETR in Q2 2025 and has held it in 5 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Second Half Financial Partners held 2,734 shares of Entergy worth $314K as of Q2 2026.
  • Second Half Financial Partners left its Entergy share count unchanged in Q2 2026.
  • Entergy made up 0.13% of Second Half Financial Partners's portfolio in Q2 2026, its #73 holding.
  • Second Half Financial Partners first reported a position in Entergy in Q2 2025 and has held it in 5 quarters since.
  • 1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Second Half Financial Partners's 13F filing for Q2 2026, filed 17 Jul 2026.