Planning Strategies Inc.’s Entergy ETR Stock Holding History

Planning Strategies Inc.’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	$27.6K	Buy	+240	New	+$27.1K	0.02%	210

Other funds holding ETR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s ETR Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Entergy (ETR) in Q2 2026: 240 shares worth $27.6K. The stake represents 0.02% of the portfolio and ranks #210 among its holdings.

450 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

Planning Strategies Inc. held 240 shares of Entergy worth $27.6K as of Q2 2026.
Entergy was a new Planning Strategies Inc. position in Q2 2026.
Entergy made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #210 holding.
450 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.