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Triad Wealth Partners’s Entergy ETR Stock Holding History

Triad Wealth Partners’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 		$386K Buy
3,437
+184
+6% +$18.5K 0.03% 338
2025
Q4 		$301K Sell
3,253
-265
-8% -$25.1K 0.03% 384
2025
Q3 		$328K Buy
+3,518
New +$309K 0.04% 268
2024
Q3 		– Sell
-112
Closed -$5.99K – 312
2024
Q2 		$5.99K Buy
+112
New +$6.04K ﹤0.01% 533

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

Triad Wealth Partners's ETR Position: Q1 2026 in Review

Triad Wealth Partners increased its Entergy (ETR) stake by 5.7% in Q1 2026, buying an estimated $18.5K and bringing the position to 3,437 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #338.

Triad Wealth Partners first reported a position in ETR in Q2 2024 and has held it in 4 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Triad Wealth Partners held 3,437 shares of Entergy worth $386K as of Q1 2026.
  • Triad Wealth Partners bought 184 Entergy shares in Q1 2026, an estimated $18.5K.
  • Entergy made up 0.03% of Triad Wealth Partners's portfolio in Q1 2026, its #338 holding.
  • Triad Wealth Partners first reported a position in Entergy in Q2 2024 and has held it in 4 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.