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Twin Peaks Wealth Advisors’s Entergy ETR Stock Holding History

Twin Peaks 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
Q1 		$37.9K Buy
+337
New +$33.9K 0.01% 504
2025
Q3 		– Sell
-257
Closed -$23.4K – 776
2025
Q2 		$23.4K Buy
+257
New +$21.2K 0.01% 549

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

Twin Peaks Wealth Advisors's ETR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Entergy (ETR) in Q1 2026: 337 shares worth $37.9K. The stake represents 0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ETR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ETR in Q2 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 337 shares of Entergy worth $37.9K as of Q1 2026.
  • Entergy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Entergy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #504 holding.
  • Twin Peaks Wealth Advisors first reported a position in Entergy in Q2 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.