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Turning Point Benefit Group’s Entergy ETR Stock Holding History

Turning Point Benefit Group’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 		– Sell
-82
Closed -$7.58K – 328
2025
Q4 		$7.58K Buy
82
+70
+583% +$6.64K ﹤0.01% 262
2025
Q3 		$1.12K Buy
+12
New +$1.06K ﹤0.01% 379

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

Turning Point Benefit Group's ETR Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Entergy (ETR) in Q1 2026, closing a stake of 82 shares — an estimated $7.58K sold.

Turning Point Benefit Group first reported a position in ETR in Q3 2025 and held it in 2 quarters. The position peaked at $7.58K in Q4 2025. 1,279 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Entergy position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 82 Entergy shares in Q1 2026, an estimated $7.58K.
  • Turning Point Benefit Group first reported a position in Entergy in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Entergy position peaked at $7.58K in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.