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Sugarloaf Wealth Management’s Entergy ETR Stock Holding History

Sugarloaf 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
2024
Q4 		$19.9K Buy
262
+2
+0.8% +$144 ﹤0.01% 408
2024
Q3 		$17.1K Buy
+260
New +$15.3K ﹤0.01% 436

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's ETR Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Entergy (ETR) stake by 0.77% in Q4 2024, buying an estimated $144 and bringing the position to 262 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Sugarloaf Wealth Management first reported a position in ETR in Q3 2024 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

  • Sugarloaf Wealth Management held 262 shares of Entergy worth $19.9K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Entergy shares in Q4 2024, an estimated $144.
  • Entergy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #408 holding.
  • Sugarloaf Wealth Management first reported a position in Entergy in Q3 2024 and has held it in 2 quarters since.
  • 1,082 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.