James T. Borello RIA
ETR icon

James T. Borello RIA’s Entergy ETR Stock Holding History

James T. Borello RIA’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
Q3 		$10.6K Buy
107
+2
+2% +$216 ﹤0.01% 589
2026
Q2 		$12.1K Buy
105
+4
+4% +$451 ﹤0.01% 544
2026
Q1 		$11.3K Buy
101
+8
+9% +$805 ﹤0.01% 533
2025
Q4 		$8.6K Buy
93
+40
+75% +$3.79K ﹤0.01% 457
2025
Q3 		$4.94K Buy
+53
New +$4.66K ﹤0.01% 467

Other funds holding ETR

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.41B AUM 21.96% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

James T. Borello RIA's ETR Position: Q3 2026 in Review

James T. Borello RIA increased its Entergy (ETR) stake by 1.9% in Q3 2026, buying an estimated $216 and bringing the position to 107 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

James T. Borello RIA first reported a position in ETR in Q3 2025 and has held it in 5 quarters since. The position peaked at $12.1K in Q2 2026. 304 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • James T. Borello RIA held 107 shares of Entergy worth $10.6K as of Q3 2026.
  • James T. Borello RIA bought 2 Entergy shares in Q3 2026, an estimated $216.
  • Entergy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #589 holding.
  • James T. Borello RIA first reported a position in Entergy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Entergy position peaked at $12.1K in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.