Winch Advisory Services’s Entergy ETR Stock Holding History

Winch Advisory Services’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	$18.9K	Buy	164 +1	+0.6%	+$113	﹤0.01%	268
2026 Q1	$18.4K	Buy	163 +1	+0.6%	+$101	﹤0.01%	253
2025 Q4	$15K	Buy	162 +1	+0.6%	+$95	﹤0.01%	268
2025 Q3	$15K	Buy	161 +1	+0.6%	+$88	﹤0.01%	266
2025 Q2	$13.3K	Buy	160 +1	+0.6%	+$83	﹤0.01%	272
2025 Q1	$13.6K	Buy	159 +1	+0.6%	+$82	﹤0.01%	256
2024 Q4	$12K	Buy	+158	New	+$11.4K	﹤0.01%	278
2022 Q3	–	Sell	-40	Closed	-$2K	–	411
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	341
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	374
2021 Q4	$2K	Hold	40	–	–	﹤0.01%	395
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	406
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	416
2021 Q1	$2K	Hold	40	–	–	﹤0.01%	382
2020 Q4	$2K	Hold	40	–	–	﹤0.01%	364
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	325
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	322
2020 Q1	$2K	Buy	+40	New	+$2.37K	﹤0.01%	278

Other funds holding ETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's ETR Position: Q2 2026 in Review

Winch Advisory Services increased its Entergy (ETR) stake by 0.61% in Q2 2026, buying an estimated $113 and bringing the position to 164 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Winch Advisory Services first reported a position in ETR in Q1 2020 and has held it in 17 quarters since. 1,333 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Winch Advisory Services held 164 shares of Entergy worth $18.9K as of Q2 2026.
Winch Advisory Services bought 1 Entergy share in Q2 2026, an estimated $113.
Entergy made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #268 holding.
Winch Advisory Services first reported a position in Entergy in Q1 2020 and has held it in 17 quarters since.
1,333 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.