Whitaker-Myers Wealth Managers’s Entergy ETR Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-2,826	Closed	-$261K	–	114
2025 Q4	$261K	Buy	+2,826	New	+$268K	0.05%	108

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

Whitaker-Myers Wealth Managers's ETR Position: Q1 2026 in Review

Whitaker-Myers Wealth Managers sold out of Entergy (ETR) in Q1 2026, closing a stake of 2,826 shares — an estimated $261K sold.

Whitaker-Myers Wealth Managers first reported a position in ETR in Q4 2025 and held it in 1 quarter. The position peaked at $261K in Q4 2025. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Whitaker-Myers Wealth Managers reported no remaining Entergy position as of Q1 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 2,826 Entergy shares in Q1 2026, an estimated $261K.
Whitaker-Myers Wealth Managers first reported a position in Entergy in Q4 2025 and held it in 1 quarter.
Whitaker-Myers Wealth Managers's Entergy position peaked at $261K in Q4 2025.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q1 2026, filed 9 Apr 2026.