WP
ETR icon

WealthShield Partners’s Entergy ETR Stock Holding History

WealthShield Partners’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 		$1.67M Buy
14,862
+3,424
+30% +$344K 0.19% 140
2025
Q4 		$1.06M Buy
+11,438
New +$1.08M 0.12% 175
2021
Q3 		– Sell
-542
Closed -$27K – 381
2021
Q2 		$27K Buy
542
+350
+182% +$18.5K ﹤0.01% 601
2021
Q1 		$10K Buy
+192
New +$9.07K ﹤0.01% 797

Other funds holding ETR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthShield Partners's ETR Position: Q1 2026 in Review

WealthShield Partners increased its Entergy (ETR) stake by 30% in Q1 2026, buying an estimated $344K and bringing the position to 14,862 shares worth $1.67M. The position accounts for 0.19% of the portfolio, ranked #140.

WealthShield Partners first reported a position in ETR in Q1 2021 and has held it in 4 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • WealthShield Partners held 14,862 shares of Entergy worth $1.67M as of Q1 2026.
  • WealthShield Partners bought 3,424 Entergy shares in Q1 2026, an estimated $344K.
  • Entergy made up 0.19% of WealthShield Partners's portfolio in Q1 2026, its #140 holding.
  • WealthShield Partners first reported a position in Entergy in Q1 2021 and has held it in 4 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.