TritonPoint Wealth’s Entergy ETR Stock Holding History

TritonPoint Wealth’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
2025 Q2	–	Sell	-12,483	Closed	-$1.07M	–	347
2025 Q1	$1.07M	Buy	12,483 +378	+3%	+$31.1K	0.1%	151
2024 Q4	$918K	Buy	12,105 +321	+3%	+$23.2K	0.08%	158
2024 Q3	$773K	Buy	11,784 +30	+0.3%	+$1.77K	0.07%	171
2024 Q2	$629K	Sell	11,754 -246	-2%	-$13.3K	0.06%	179
2024 Q1	$606K	Sell	12,000 -20	-0.2%	-$1.01K	0.06%	183
2023 Q4	$608K	Buy	+12,020	New	+$587K	0.06%	194

Other funds holding ETR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TritonPoint Wealth's ETR Position: Q2 2025 in Review

TritonPoint Wealth sold out of Entergy (ETR) in Q2 2025, closing a stake of 12,483 shares — an estimated $1.07M sold.

TritonPoint Wealth first reported a position in ETR in Q4 2023 and held it in 6 quarters. The position peaked at $1.07M in Q1 2025. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

TritonPoint Wealth reported no remaining Entergy position as of Q2 2025 after selling out during the quarter.
TritonPoint Wealth sold 12,483 Entergy shares in Q2 2025, an estimated $1.07M.
TritonPoint Wealth first reported a position in Entergy in Q4 2023 and held it in 6 quarters.
TritonPoint Wealth's Entergy position peaked at $1.07M in Q1 2025.
1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on TritonPoint Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.