YHB Investment Advisors’s Entergy ETR Stock Holding History

YHB Investment Advisors’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	$340K	Hold	2,962	–	–	0.02%	257
2026 Q1	$333K	Hold	2,962	–	–	0.02%	248
2025 Q4	$274K	Hold	2,962	–	–	0.02%	271
2025 Q3	$276K	Sell	2,962 -172	-5%	-$15.1K	0.02%	265
2025 Q2	$259K	Hold	3,134	–	–	0.02%	268
2025 Q1	$268K	Sell	3,134 -352	-10%	-$29K	0.02%	251
2024 Q4	$264K	Sell	3,486 -176	-5%	-$12.7K	0.02%	245
2024 Q3	$241K	Buy	+3,662	New	+$216K	0.02%	260
2023 Q1	–	Sell	-3,662	Closed	-$206K	–	283
2022 Q4	$206K	Buy	+3,662	New	+$201K	0.02%	278
2022 Q3	–	Sell	-3,662	Closed	-$206K	–	285
2022 Q2	$206K	Hold	3,662	–	–	0.02%	272
2022 Q1	$214K	Hold	3,662	–	–	0.02%	284
2021 Q4	$206K	Buy	+3,662	New	+$192K	0.02%	307
2020 Q1	–	Sell	-3,402	Closed	-$204K	–	172
2019 Q4	$204K	Buy	+3,402	New	+$200K	0.03%	183

Other funds holding ETR

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

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

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

YHB Investment Advisors's ETR Position: Q2 2026 in Review

YHB Investment Advisors held its Entergy (ETR) position steady in Q2 2026 at 2,962 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #257.

YHB Investment Advisors first reported a position in ETR in Q4 2019 and has held it in 13 quarters since. 348 funds tracked by Wall St. Rank hold ETR as of Q2 2026.

YHB Investment Advisors held 2,962 shares of Entergy worth $340K as of Q2 2026.
YHB Investment Advisors left its Entergy share count unchanged in Q2 2026.
Entergy made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #257 holding.
YHB Investment Advisors first reported a position in Entergy in Q4 2019 and has held it in 13 quarters since.
348 funds tracked by Wall St. Rank held Entergy as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.