Wealthspire Advisors (New York)’s Entergy ETR Stock Holding History

Wealthspire Advisors (New York)’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	$724K	Sell	6,442 -3,058	-32%	-$308K	0.01%	478
2025 Q4	$878K	Buy	9,500 +3,380	+55%	+$321K	0.01%	457
2025 Q3	$570K	Sell	6,120 -608	-9%	-$53.5K	﹤0.01%	503
2025 Q2	$559K	Sell	6,728 -160	-2%	-$13.2K	﹤0.01%	509
2025 Q1	$589K	Sell	6,888 -118	-2%	-$9.72K	﹤0.01%	481
2024 Q4	$531K	Buy	7,006 +110	+2%	+$7.94K	0.01%	499
2024 Q3	$454K	Buy	6,896 +146	+2%	+$8.61K	﹤0.01%	513
2024 Q2	$361K	Sell	6,750 -176	-3%	-$9.49K	﹤0.01%	498
2024 Q1	$366K	Sell	6,926 -840	-11%	-$42.6K	﹤0.01%	487
2023 Q4	$393K	Buy	7,766 +734	+10%	+$35.8K	0.01%	459
2023 Q3	$325K	Buy	+7,032	New	+$343K	0.01%	469
2022 Q1	–	Sell	-3,772	Closed	-$212K	–	474
2021 Q4	$212K	Buy	+3,772	New	+$198K	﹤0.01%	509
2021 Q2	–	Sell	-4,570	Closed	-$227K	–	473
2021 Q1	$227K	Sell	4,570 -142	-3%	-$6.71K	0.01%	636
2020 Q4	$235K	Buy	+4,712	New	+$248K	0.01%	511
2020 Q2	–	Sell	-4,296	Closed	-$202K	–	353
2020 Q1	$202K	Buy	+4,296	New	+$255K	0.01%	497
2019 Q1	–	Sell	-192	Closed	-$8K	–	287
2018 Q4	$8K	Buy	+192	New	+$8.17K	﹤0.01%	552

Other funds holding ETR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s ETR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Entergy (ETR) stake by 32% in Q1 2026, selling an estimated $308K and leaving 6,442 shares worth $724K. The position accounts for 0.01% of the portfolio, ranked #478.

Wealthspire Advisors (New York) first reported a position in ETR in Q4 2018 and has held it in 16 quarters since. The position peaked at $878K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Wealthspire Advisors (New York) held 6,442 shares of Entergy worth $724K as of Q1 2026.
Wealthspire Advisors (New York) sold 3,058 Entergy shares in Q1 2026, an estimated $308K.
Entergy made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #478 holding.
Wealthspire Advisors (New York) first reported a position in Entergy in Q4 2018 and has held it in 16 quarters since.
Wealthspire Advisors (New York)'s Entergy position peaked at $878K in Q4 2025.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.