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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 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. 181 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.
  • 181 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.