Synergy Investment Management’s Entergy ETR Stock Holding History

Synergy Investment 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	$18.4K	Buy	+164	New	+$16.5K	0.01%	417

Other funds holding ETR

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Synergy Investment Management's ETR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Entergy (ETR) in Q1 2026: 164 shares worth $18.4K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Synergy Investment Management held 164 shares of Entergy worth $18.4K as of Q1 2026.
Entergy was a new Synergy Investment Management position in Q1 2026.
Entergy made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #417 holding.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.