WCG Wealth Advisors’s Entergy ETR Stock Holding History

WCG 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	$1.4M	Buy	12,439 +167	+1%	+$16.8K	0.04%	325
2025 Q4	$1.13M	Buy	+12,272	New	+$1.16M	0.03%	344

Other funds holding ETR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WCG Wealth Advisors's ETR Position: Q1 2026 in Review

WCG Wealth Advisors increased its Entergy (ETR) stake by 1.4% in Q1 2026, buying an estimated $16.8K and bringing the position to 12,439 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #325.

WCG Wealth Advisors first reported a position in ETR in Q4 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

WCG Wealth Advisors held 12,439 shares of Entergy worth $1.4M as of Q1 2026.
WCG Wealth Advisors bought 167 Entergy shares in Q1 2026, an estimated $16.8K.
Entergy made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #325 holding.
WCG Wealth Advisors first reported a position in Entergy in Q4 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 WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.