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Wealth Preservation Advisors’s Entergy ETR Stock Holding History

Wealth Preservation 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 		– Sell
-83
Closed -$7.67K – 1076
2025
Q4 		$7.67K Hold
83
– – ﹤0.01% 322
2025
Q3 		$7.74K Hold
83
– – ﹤0.01% 311
2025
Q2 		$6.9K Buy
83
+28
+51% +$2.31K ﹤0.01% 329
2025
Q1 		$4.7K Buy
+55
New +$4.53K ﹤0.01% 385

Other funds holding ETR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Wealth Preservation Advisors sold out of Entergy (ETR) in Q1 2026, closing a stake of 83 shares — an estimated $7.67K sold.

Wealth Preservation Advisors first reported a position in ETR in Q1 2025 and held it in 4 quarters. The position peaked at $7.74K in Q3 2025. 1,286 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Entergy position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 83 Entergy shares in Q1 2026, an estimated $7.67K.
  • Wealth Preservation Advisors first reported a position in Entergy in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Entergy position peaked at $7.74K in Q3 2025.
  • 1,286 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.