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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
Q2 		$672K Sell
5,853
-589
-9% -$66.4K ﹤0.01% 684
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Wealthspire Advisors (New York)'s ETR Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Entergy (ETR) stake by 9.1% in Q2 2026, selling an estimated $66.4K and leaving 5,853 shares worth $672K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Wealthspire Advisors (New York) first reported a position in ETR in Q4 2018 and has held it in 17 quarters since. The position peaked at $878K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,853 shares of Entergy worth $672K as of Q2 2026.
  • Wealthspire Advisors (New York) sold 589 Entergy shares in Q2 2026, an estimated $66.4K.
  • Entergy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #684 holding.
  • Wealthspire Advisors (New York) first reported a position in Entergy in Q4 2018 and has held it in 17 quarters since.
  • Wealthspire Advisors (New York)'s Entergy position peaked at $878K in Q4 2025.
  • 1,335 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.