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 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 $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

Winch Advisory Services's ETR Position: Q1 2026 in Review

Winch Advisory Services increased its Entergy (ETR) stake by 0.62% in Q1 2026, buying an estimated $101 and bringing the position to 163 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Winch Advisory Services first reported a position in ETR in Q1 2020 and has held it in 16 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

Winch Advisory Services held 163 shares of Entergy worth $18.4K as of Q1 2026.
Winch Advisory Services bought 1 Entergy share in Q1 2026, an estimated $101.
Entergy made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #253 holding.
Winch Advisory Services first reported a position in Entergy in Q1 2020 and has held it in 16 quarters since.
1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.