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Spartan Wealth Advisory Services LLC’s Entergy ETR Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.86M Buy
16,200
+46
+0.3% +$5.19K 0.15% 123
2026
Q1 		$1.82M Buy
+16,154
New +$1.63M 0.16% 117

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ETR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Entergy (ETR) stake by 0.28% in Q2 2026, buying an estimated $5.19K and bringing the position to 16,200 shares worth $1.86M. The position accounts for 0.15% of the portfolio, ranked #123.

Spartan Wealth Advisory Services LLC first reported a position in ETR in Q1 2026 and has held it in 2 quarters since. 1,269 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 16,200 shares of Entergy worth $1.86M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 46 Entergy shares in Q2 2026, an estimated $5.19K.
  • Entergy made up 0.15% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #123 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Entergy in Q1 2026 and has held it in 2 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.