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Wealth Enhancement Trust Services’s Entergy ETR Stock Holding History

Wealth Enhancement Trust 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 		$8.96K Buy
78
+35
+81% +$3.95K ﹤0.01% 743
2026
Q1 		$4.83K Hold
43
– – ﹤0.01% 629
2025
Q4 		$3.97K Buy
+43
New +$4.08K ﹤0.01% 614

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Entergy (ETR) stake by 81% in Q2 2026, buying an estimated $3.95K and bringing the position to 78 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Wealth Enhancement Trust Services first reported a position in ETR in Q4 2025 and has held it in 3 quarters since. 1,084 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Wealth Enhancement Trust Services held 78 shares of Entergy worth $8.96K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 35 Entergy shares in Q2 2026, an estimated $3.95K.
  • Entergy made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #743 holding.
  • Wealth Enhancement Trust Services first reported a position in Entergy in Q4 2025 and has held it in 3 quarters since.
  • 1,084 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

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