WCM Investment Management
ETR icon

WCM Investment Management’s Entergy ETR Stock Holding History

WCM Investment 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
Q2 		– Sell
-72,290
Closed -$6.1M – 244
2025
Q1 		$6.1M Sell
72,290
-3,938
-5% -$324K 0.02% 162
2024
Q4 		$5.77M Buy
76,228
+38,344
+101% +$2.77M 0.01% 173
2024
Q3 		$2.48M Buy
37,884
+28,964
+325% +$1.71M 0.01% 188
2024
Q2 		$476K Buy
8,920
+3,882
+77% +$209K ﹤0.01% 232
2024
Q1 		$266K Buy
5,038
+324
+7% +$16.4K ﹤0.01% 231
2023
Q4 		$238K Buy
+4,714
New +$230K ﹤0.01% 232

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WCM Investment Management's ETR Position: Q2 2025 in Review

WCM Investment Management sold out of Entergy (ETR) in Q2 2025, closing a stake of 72,290 shares — an estimated $6.1M sold.

WCM Investment Management first reported a position in ETR in Q4 2023 and held it in 6 quarters. The position peaked at $6.1M in Q1 2025. 1,145 funds tracked by Wall St. Rank hold ETR as of Q2 2025.

  • WCM Investment Management reported no remaining Entergy position as of Q2 2025 after selling out during the quarter.
  • WCM Investment Management sold 72,290 Entergy shares in Q2 2025, an estimated $6.1M.
  • WCM Investment Management first reported a position in Entergy in Q4 2023 and held it in 6 quarters.
  • WCM Investment Management's Entergy position peaked at $6.1M in Q1 2025.
  • 1,145 funds tracked by Wall St. Rank held Entergy as of Q2 2025.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.