YIA
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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
Q3 		$321K Buy
3,233
+271
+9% +$29.2K 0.02% 265
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 $5.97B AUM 5.11% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

YHB Investment Advisors's ETR Position: Q3 2026 in Review

YHB Investment Advisors increased its Entergy (ETR) stake by 9.1% in Q3 2026, buying an estimated $29.2K and bringing the position to 3,233 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #265.

YHB Investment Advisors first reported a position in ETR in Q4 2019 and has held it in 14 quarters since. The position peaked at $340K in Q2 2026. 38 funds tracked by Wall St. Rank hold ETR as of Q3 2026.

  • YHB Investment Advisors held 3,233 shares of Entergy worth $321K as of Q3 2026.
  • YHB Investment Advisors bought 271 Entergy shares in Q3 2026, an estimated $29.2K.
  • Entergy made up 0.02% of YHB Investment Advisors's portfolio in Q3 2026, its #265 holding.
  • YHB Investment Advisors first reported a position in Entergy in Q4 2019 and has held it in 14 quarters since.
  • YHB Investment Advisors's Entergy position peaked at $340K in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Entergy as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.