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Whipplewood Advisors’s Entergy ETR Stock Holding History

Whipplewood 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 		$12.1K Buy
+108
New +$10.9K 0.01% 458
2025
Q3 		– Sell
-274
Closed -$22.8K – 590
2025
Q2 		$22.8K Sell
274
-60,916
-100% -$5.03M 0.01% 443
2025
Q1 		$23.9K Buy
61,190
+60,916
+22,232% +$5.02M 0.01% 422
2024
Q4 		$20.8K Buy
+274
New +$19.8K 0.01% 440

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

Whipplewood Advisors's ETR Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Entergy (ETR) in Q1 2026: 108 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in ETR as recently as Q2 2025.

Whipplewood Advisors first reported a position in ETR in Q4 2024 and has held it in 4 quarters since. The position peaked at $23.9K in Q1 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • Whipplewood Advisors held 108 shares of Entergy worth $12.1K as of Q1 2026.
  • Entergy was a new Whipplewood Advisors position in Q1 2026.
  • Entergy made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #458 holding.
  • Whipplewood Advisors first reported a position in Entergy in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Entergy position peaked at $23.9K in Q1 2025.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.