Wealth Enhancement Advisory Services
ETR icon

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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 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. 192 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.
  • 192 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.