SHP Wealth Management’s Entergy ETR Stock Holding History

SHP Wealth Management’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 Q1	$122K	Buy	1,085 +19	+2%	+$1.91K	0.01%	349
2025 Q4	$98.5K	Buy	+1,066	New	+$101K	0.01%	355

Other funds holding ETR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's ETR Position: Q1 2026 in Review

SHP Wealth Management increased its Entergy (ETR) stake by 1.8% in Q1 2026, buying an estimated $1.91K and bringing the position to 1,085 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #349.

SHP Wealth Management first reported a position in ETR in Q4 2025 and has held it in 2 quarters since. 1,284 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

SHP Wealth Management held 1,085 shares of Entergy worth $122K as of Q1 2026.
SHP Wealth Management bought 19 Entergy shares in Q1 2026, an estimated $1.91K.
Entergy made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #349 holding.
SHP Wealth Management first reported a position in Entergy in Q4 2025 and has held it in 2 quarters since.
1,284 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.