Sequoia Financial Advisors’s Entergy ETR Stock Holding History

Sequoia Financial 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
2026 Q2	$2.43M	Sell	21,190 -2,446	-10%	-$276K	0.01%	552
2026 Q1	$2.66M	Buy	23,636 +9,253	+64%	+$931K	0.01%	504
2025 Q4	$1.33M	Buy	14,383 +3,911	+37%	+$371K	0.01%	750
2025 Q3	$976K	Buy	10,472 +2,955	+39%	+$260K	0.01%	787
2025 Q2	$625K	Buy	7,517 +638	+9%	+$52.7K	﹤0.01%	898
2025 Q1	$588K	Buy	6,879 +1,611	+31%	+$133K	﹤0.01%	797
2024 Q4	$399K	Buy	5,268 +668	+15%	+$48.2K	﹤0.01%	893
2024 Q3	$303K	Buy	4,600 +210	+5%	+$12.4K	﹤0.01%	964
2024 Q2	$235K	Buy	+4,390	New	+$237K	﹤0.01%	1015
2024 Q1	–	Sell	-4,412	Closed	-$223K	–	1208
2023 Q4	$223K	Buy	+4,412	New	+$215K	﹤0.01%	1054

Other funds holding ETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sequoia Financial Advisors's ETR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Entergy (ETR) stake by 10% in Q2 2026, selling an estimated $276K and leaving 21,190 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #552.

Sequoia Financial Advisors first reported a position in ETR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.66M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Sequoia Financial Advisors held 21,190 shares of Entergy worth $2.43M as of Q2 2026.
Sequoia Financial Advisors sold 2,446 Entergy shares in Q2 2026, an estimated $276K.
Entergy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #552 holding.
Sequoia Financial Advisors first reported a position in Entergy in Q4 2023 and has held it in 10 quarters since.
Sequoia Financial Advisors's Entergy position peaked at $2.66M in Q1 2026.
1,326 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.