TWA
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Tulsa Wealth Advisors’s Entergy ETR Stock Holding History

Tulsa Wealth Advisors’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 		$2.53M Buy
22,042
+1,115
+5% +$126K 0.36% 49
2026
Q1 		$2.35M Sell
20,927
-5,177
-20% -$521K 0.41% 42
2025
Q4 		$2.41M Buy
+26,104
New +$2.48M 0.8% 34

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

Tulsa Wealth Advisors's ETR Position: Q2 2026 in Review

Tulsa Wealth Advisors increased its Entergy (ETR) stake by 5.3% in Q2 2026, buying an estimated $126K and bringing the position to 22,042 shares worth $2.53M. The position accounts for 0.36% of the portfolio, ranked #49.

Tulsa Wealth Advisors first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. 1,322 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Tulsa Wealth Advisors held 22,042 shares of Entergy worth $2.53M as of Q2 2026.
  • Tulsa Wealth Advisors bought 1,115 Entergy shares in Q2 2026, an estimated $126K.
  • Entergy made up 0.36% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Tulsa Wealth Advisors first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • 1,322 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.