Triad Wealth Partners
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
Q3 		$274K Sell
2,762
-38
-1% -$4.1K 0.02% 452
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Triad Wealth Partners's ETR Position: Q3 2026 in Review

Triad Wealth Partners reduced its Entergy (ETR) stake by 1.4% in Q3 2026, selling an estimated $4.1K and leaving 2,762 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #452.

Triad Wealth Partners first reported a position in ETR in Q2 2024 and has held it in 6 quarters since. The position peaked at $386K in Q1 2026. 803 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • Triad Wealth Partners held 2,762 shares of Entergy worth $274K as of Q3 2026.
  • Triad Wealth Partners sold 38 Entergy shares in Q3 2026, an estimated $4.1K.
  • Entergy made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #452 holding.
  • Triad Wealth Partners first reported a position in Entergy in Q2 2024 and has held it in 6 quarters since.
  • Triad Wealth Partners's Entergy position peaked at $386K in Q1 2026.
  • 803 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.