WealthPlan Investment Management’s Entergy ETR Stock Holding History

WealthPlan 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
2026 Q2	$207K	Buy	+1,801	New	+$203K	0.01%	459

Other funds holding ETR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WealthPlan Investment Management's ETR Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Entergy (ETR) in Q2 2026: 1,801 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings.

439 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

WealthPlan Investment Management held 1,801 shares of Entergy worth $207K as of Q2 2026.
Entergy was a new WealthPlan Investment Management position in Q2 2026.
Entergy made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #459 holding.
439 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.