TWP
ETR icon

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
Q2 		$303K Sell
2,800
-637
-19% -$71.8K 0.02% 444
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triad Wealth Partners's ETR Position: Q2 2026 in Review

Triad Wealth Partners reduced its Entergy (ETR) stake by 19% in Q2 2026, selling an estimated $71.8K and leaving 2,800 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #444.

Triad Wealth Partners first reported a position in ETR in Q2 2024 and has held it in 5 quarters since. The position peaked at $386K in Q1 2026. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Triad Wealth Partners held 2,800 shares of Entergy worth $303K as of Q2 2026.
  • Triad Wealth Partners sold 637 Entergy shares in Q2 2026, an estimated $71.8K.
  • Entergy made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #444 holding.
  • Triad Wealth Partners first reported a position in Entergy in Q2 2024 and has held it in 5 quarters since.
  • Triad Wealth Partners's Entergy position peaked at $386K in Q1 2026.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.