Van Hulzen Asset Management’s Entergy ETR Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-14	Closed	-$1.06K	–	539
2024 Q4	$1.06K	Buy	+14	New	+$1.01K	﹤0.01%	1027

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

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

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

Van Hulzen Asset Management's ETR Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Entergy (ETR) in Q1 2025, closing a stake of 14 shares — an estimated $1.06K sold.

Van Hulzen Asset Management first reported a position in ETR in Q4 2024 and held it in 1 quarter. The position peaked at $1.06K in Q4 2024. 1,168 funds tracked by Wall St. Rank hold ETR as of Q1 2025.

Van Hulzen Asset Management reported no remaining Entergy position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 14 Entergy shares in Q1 2025, an estimated $1.06K.
Van Hulzen Asset Management first reported a position in Entergy in Q4 2024 and held it in 1 quarter.
Van Hulzen Asset Management's Entergy position peaked at $1.06K in Q4 2024.
1,168 funds tracked by Wall St. Rank held Entergy as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.