Wealth Enhancement Advisory Services’s Entergy ETR Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	$12.2M	Buy	106,298 +17,733	+20%	+$2M	0.02%	590
2026 Q1	$10.2M	Sell	88,565 -23,509	-21%	-$2.36M	0.02%	573
2025 Q4	$10.5M	Buy	112,074 +51,467	+85%	+$4.88M	0.01%	681
2025 Q3	$5.82M	Sell	60,607 -48,513	-44%	-$4.27M	0.01%	878
2025 Q2	$8.94M	Buy	109,120 +5,783	+6%	+$478K	0.01%	678
2025 Q1	$8.83M	Buy	103,337 +6,811	+7%	+$561K	0.02%	620
2024 Q4	$7.32M	Buy	96,526 +38,178	+65%	+$2.76M	0.01%	666
2024 Q3	$3.84M	Buy	58,348 +9,494	+19%	+$560K	0.01%	815
2024 Q2	$2.61M	Buy	48,854 +4,248	+10%	+$229K	0.01%	887
2024 Q1	$2.36M	Sell	44,606 -1,152	-3%	-$58.4K	0.01%	886
2023 Q4	$2.32M	Buy	45,758 +2,234	+5%	+$109K	0.01%	853
2023 Q3	$2.01M	Buy	+43,524	New	+$2.12M	0.01%	864
2017 Q2	–	Sell	-22,246	Closed	-$839K	–	156
2017 Q1	$839K	Buy	+22,246	New	+$815K	0.09%	97
2016 Q4	–	Sell	-16,918	Closed	-$620K	–	152
2016 Q3	$620K	Buy	+16,918	New	+$673K	0.09%	131

Other funds holding ETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's ETR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Entergy (ETR) stake by 20% in Q2 2026, buying an estimated $2M and bringing the position to 106,298 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #590.

Wealth Enhancement Advisory Services first reported a position in ETR in Q3 2016 and has held it in 14 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Wealth Enhancement Advisory Services held 106,298 shares of Entergy worth $12.2M as of Q2 2026.
Wealth Enhancement Advisory Services bought 17,733 Entergy shares in Q2 2026, an estimated $2M.
Entergy made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #590 holding.
Wealth Enhancement Advisory Services first reported a position in Entergy in Q3 2016 and has held it in 14 quarters since.
1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.