WWP
ETR icon

WR Wealth Planners’s Entergy ETR Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.21K Buy
+16
New +$1.16K ﹤0.01% 911
2024
Q2 		– Sell
-36
Closed -$1.9K – 1174
2024
Q1 		$1.9K Buy
+36
New +$1.82K ﹤0.01% 885

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's ETR Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Entergy (ETR) in Q4 2024: 16 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #911 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in ETR as recently as Q1 2024.

WR Wealth Planners first reported a position in ETR in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.9K in Q1 2024. 1,083 funds tracked by Wall St. Rank hold ETR as of Q4 2024.

  • WR Wealth Planners held 16 shares of Entergy worth $1.21K as of Q4 2024.
  • Entergy was a new WR Wealth Planners position in Q4 2024.
  • Entergy made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #911 holding.
  • WR Wealth Planners first reported a position in Entergy in Q1 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Entergy position peaked at $1.9K in Q1 2024.
  • 1,083 funds tracked by Wall St. Rank held Entergy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.