SFO
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Stokes Family Office’s Entergy ETR Stock Holding History

Stokes Family Office’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 		$206K Buy
+1,836
New +$185K 0.02% 268
2025
Q3 		– Sell
-2,970
Closed -$247K – 266
2025
Q2 		$247K Hold
2,970
– – 0.03% 211
2025
Q1 		$254K Hold
2,970
– – 0.03% 202
2024
Q4 		$225K Buy
+2,970
New +$214K 0.02% 221

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stokes Family Office's ETR Position: Q1 2026 in Review

Stokes Family Office opened a new position in Entergy (ETR) in Q1 2026: 1,836 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Stokes Family Office previously reported a position in ETR as recently as Q2 2025.

Stokes Family Office first reported a position in ETR in Q4 2024 and has held it in 4 quarters since. The position peaked at $254K in Q1 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Stokes Family Office held 1,836 shares of Entergy worth $206K as of Q1 2026.
  • Entergy was a new Stokes Family Office position in Q1 2026.
  • Entergy made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #268 holding.
  • Stokes Family Office first reported a position in Entergy in Q4 2024 and has held it in 4 quarters since.
  • Stokes Family Office's Entergy position peaked at $254K in Q1 2025.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.