Summit Financial Wealth Advisors’s Entergy ETR Stock Holding History

Summit Financial Wealth 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	$249K	Buy	+2,168	New	+$244K	0.03%	189
2018 Q3	–	Sell	-9,000	Closed	-$355K	–	148
2018 Q2	$355K	Hold	9,000	–	–	0.12%	98
2018 Q1	$355K	Sell	9,000 -510	-5%	-$19.7K	0.12%	100
2017 Q4	$387K	Hold	9,510	–	–	0.13%	94
2017 Q3	$363K	Hold	9,510	–	–	0.13%	100
2017 Q2	$365K	Hold	9,510	–	–	0.14%	101
2017 Q1	$361K	Hold	9,510	–	–	0.16%	105
2016 Q4	$349K	Buy	9,510 +200	+2%	+$7.17K	0.15%	107
2016 Q3	$357K	Hold	9,310	–	–	0.15%	105
2016 Q2	$379K	Buy	+9,310	New	+$357K	0.16%	101

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

Summit Financial Wealth Advisors's ETR Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Entergy (ETR) in Q2 2026: 2,168 shares worth $249K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in ETR as recently as Q2 2018.

Summit Financial Wealth Advisors first reported a position in ETR in Q2 2016 and has held it in 10 quarters since. The position peaked at $387K in Q4 2017. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Summit Financial Wealth Advisors held 2,168 shares of Entergy worth $249K as of Q2 2026.
Entergy was a new Summit Financial Wealth Advisors position in Q2 2026.
Entergy made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #189 holding.
Summit Financial Wealth Advisors first reported a position in Entergy in Q2 2016 and has held it in 10 quarters since.
Summit Financial Wealth Advisors's Entergy position peaked at $387K in Q4 2017.
1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.