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Entergy (ETR) Institutional Ownership

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$82.16 +0.85 (+1.04%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Entergy (NYSE:ETR)

Current
Institutional Ownership
Percentage
88.07%
Number of
Institutional Buyers
(last 12 months)
571
Total
Institutional Inflows
(last 12 months)
$1.88B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$949.21M
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ETR Institutional Buying and Selling by Quarter

Entergy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025FCG Investment Co11,308$857K0.5%+99.0%0.003%
1/17/2025Red Door Wealth Management LLC3,015$229K0.0%N/A0.001%
1/17/2025Inspire Investing LLC40,922$3.10M0.3%+97.8%0.010%
1/17/2025Avior Wealth Management LLC734$56K0.0%+324.3%0.000%
1/17/2025Raleigh Capital Management Inc.12,711$964K0.4%+27.2%0.003%
1/17/2025Adirondack Trust Co.1,718$130K0.0%+100.0%0.000%
1/17/2025First PREMIER Bank1,940$147K0.0%+100.0%0.000%
1/17/2025Wesbanco Bank Inc.12,324$934K0.0%+96.6%0.003%
1/17/2025Janney Montgomery Scott LLC242,272$18.37M0.1%+118.6%0.056%
1/17/2025Bartlett & CO. Wealth Management LLC3,200$243K0.0%+100.0%0.001%
1/17/2025SG Americas Securities LLC9,468$718K0.0%+280.9%0.002%
1/17/2025Baker Ellis Asset Management LLC12,860$975K0.1%+101.6%0.003%
1/17/2025Marino Stram & Associates LLC11,975$908K0.2%+100.1%0.003%
1/17/2025Westside Investment Management Inc.2,502$190K0.0%+100.0%0.001%
1/17/2025Cetera Trust Company N.A446$34K0.0%+100.0%0.000%
1/17/2025Park Place Capital Corp4,046$307K0.1%+34.1%0.001%
1/17/2025Viking Fund Management LLC172,000$13.04M2.0%+39.2%0.040%
1/17/2025Missouri Trust & Investment Co570$43K0.0%+100.0%0.000%
1/17/2025Nisa Investment Advisors LLC359,589$27.26M0.1%+1,899.2%0.084%
1/17/2025Fort Washington Investment Advisors Inc. OH743,990$56.41M0.3%+44.1%0.173%
1/17/2025Atomi Financial Group Inc.3,311$251K0.0%N/A0.001%
1/17/2025Segment Wealth Management LLC5,584$423K0.0%+104.8%0.001%
1/17/2025Perpetual Ltd497,242$37.70M0.4%+31.1%0.116%
1/16/2025Lmcg Investments LLC248,124$18.81M1.2%+61.7%0.058%
1/16/2025Crossmark Global Holdings Inc.10,009$759K0.0%+65.5%0.002%
1/16/2025New Hampshire Trust3,962$300K0.1%+91.6%0.001%
1/16/2025Koshinski Asset Management Inc.4,274$324K0.0%+109.5%0.001%
1/16/2025Ulland Investment Advisors LLC400$30K0.0%+100.0%0.000%
1/16/2025LaFleur & Godfrey LLC2,860$217K0.0%N/A0.001%
1/16/2025MassMutual Private Wealth & Trust FSB141,268$10.71M0.3%+77.2%0.033%
1/16/2025UMB Bank n.a.10,792$818K0.0%+78.7%0.003%
1/16/2025Thrive Wealth Management LLC7,955$603K0.1%+93.1%0.002%
1/16/2025Diversify Wealth Management LLC3,651$278K0.0%+93.2%0.001%
1/16/2025LVW Advisors LLC7,023$532K0.1%+116.5%0.002%
1/16/2025Successful Portfolios LLC2,858$217K0.1%N/A0.001%
1/16/2025Hall Laurie J Trustee450$34K0.0%+50.0%0.000%
1/16/2025My Legacy Advisors LLC15,906$1.26M0.5%+94.6%0.004%
1/16/2025Polianta Ltd17,000$1.29M0.6%N/A0.004%
1/16/2025Liberty One Investment Management LLC2,901$220K0.0%+103.9%0.001%
1/16/2025Romano Brothers AND Company26,954$2.04M0.3%+100.0%0.006%
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1/16/2025Clarius Group LLC3,254$247K0.0%+100.9%0.001%
1/15/2025 Financial Management Professionals Inc.446$34K0.0%+100.0%0.000%
1/15/2025 Jackson Square Capital LLC13,152$997K0.2%+100.0%0.003%
1/15/2025 HB Wealth Management LLC11,201$849K0.0%+171.3%0.003%
1/15/2025 Trust Co. of Vermont1,490$113K0.0%+100.0%0.000%
1/15/2025 Premier Path Wealth Partners LLC5,844$443K0.1%+108.0%0.001%
1/15/2025 Arkadios Wealth Advisors5,786$439K0.0%+28.1%0.001%
1/15/2025 O Keefe Stevens Advisory Inc.3,790$287K0.1%N/A0.001%
1/15/2025 Brooklyn Investment Group1,677$127K0.0%+110.2%0.000%
1/15/2025 Whitener Capital Management Inc.5,850$444K0.1%+100.0%0.001%
1/15/2025 Merit Financial Group LLC7,833$594K0.0%+299.4%0.002%
1/15/2025 Wealthcare Advisory Partners LLC11,238$852K0.0%+99.4%0.003%
1/15/2025 Procyon Advisors LLC4,241$322K0.0%+24.3%0.001%
1/15/2025 Tompkins Financial Corp2,400$182K0.0%+91.4%0.001%
1/15/2025 RDA Financial Network2,746$208K0.1%N/A0.001%
1/15/2025 Hennessy Advisors Inc.6,720$510K0.0%+100.0%0.002%
1/15/2025 KMG Fiduciary Partners LLC5,018$380K0.0%+99.3%0.001%
1/15/2025 Decker Retirement Planning Inc.892$68K0.0%N/A0.000%
1/15/2025 Eagle Rock Investment Company LLC3,950$299K0.0%+100.0%0.001%
1/15/2025 Cohen Investment Advisors LLC7,347$557K0.3%+99.1%0.002%
1/15/2025 Cypress Wealth Services LLC7,432$563K0.1%+97.6%0.002%
1/15/2025 Carnegie Investment Counsel13,550$1.03M0.0%+100.0%0.003%
1/15/2025 Gateway Investment Advisers LLC2,836$215K0.0%+79.7%0.001%
1/15/2025 IFS Advisors LLC400$30K0.0%N/A0.000%
1/14/2025 StrongBox Wealth LLC6,249$474K0.2%+100.0%0.001%
1/14/2025 USA Financial Formulas16,375$1.24M0.2%+2,311.6%0.004%
1/14/2025 Godsey & Gibb Inc.355,813$26.98M2.7%+97.8%0.083%
1/14/2025 Armstrong Advisory Group Inc.1,728$131K0.0%+100.0%0.000%
1/14/2025 Advisors Management Group Inc. ADV183,737$13.93M3.3%+98.4%0.043%
1/14/2025 Burney Co.29,447$2.23M0.1%+95.9%0.007%
1/14/2025 Meyer Handelman Co.178,593$13.54M0.5%+98.6%0.042%
1/14/2025 Laurel Wealth Advisors LLC670$51K0.0%+100.0%0.000%
1/14/2025 Acropolis Investment Management LLC17,825$1.35M0.1%+101.7%0.004%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,914$145K0.0%+2,521.9%0.000%
1/14/2025 Park Avenue Securities LLC45,424$3.44M0.0%+119.9%0.011%
1/14/2025 Assenagon Asset Management S.A.687,874$52.16M0.1%+1,490.4%0.160%
1/14/2025 Fifth Third Wealth Advisors LLC5,676$430K0.0%+132.9%0.001%
1/14/2025 Global Financial Private Client LLC20,977$1.59M0.6%+185.8%0.005%
1/13/2025 Marcum Wealth LLC7,429$563K0.0%+87.7%0.002%
1/13/2025 AdvisorNet Financial Inc1,516$115K0.0%+91.4%0.000%
1/13/2025 Tsfg LLC1,118$85K0.0%+100.0%0.000%
1/13/2025 Signet Financial Management LLC4,811$365K0.0%+84.0%0.001%
1/13/2025 Pallas Capital Advisors LLC6,649$504K0.0%+101.4%0.002%
1/13/2025 Elevated Capital Advisors LLC15,904$1.21M0.3%+82.4%0.004%
1/13/2025 Friedenthal Financial678$51K0.0%N/A0.000%
1/13/2025 Eastern Bank1,668$126K0.0%+100.0%0.000%
1/13/2025 Claro Advisors LLC3,485$264K0.0%+51.6%0.001%
1/13/2025 Moody National Bank Trust Division6,592$500K0.1%+99.8%0.002%
1/13/2025 Wedmont Private Capital4,250$324K0.0%N/A0.001%
1/13/2025 Thomasville National Bank35,322$2.68M0.2%+100.7%0.008%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

1/13/2025 Capital Investment Advisors LLC7,100$538K0.0%+102.9%0.002%
1/13/2025 Brookstone Capital Management171,256$12.99M0.2%+85.2%0.040%
1/13/2025 Trust Co. of Toledo NA OH22,506$1.71M0.2%+93.0%0.005%
1/13/2025 Czech National Bank92,976$7.05M0.1%+113.5%0.022%
1/10/2025 Graypoint LLC3,757$285K0.0%N/A0.001%
1/10/2025 A. D. Beadell Investment Counsel Inc.17,730$1.34M1.1%+51.6%0.004%
1/10/2025 ST Germain D J Co. Inc.4,942$375K0.0%+117.6%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC29,336$2.22M0.0%+0.6%0.007%
1/10/2025 ORG Partners LLC846$64K0.0%+98.1%0.000%
1/10/2025 Fortitude Family Office LLC510$39K0.0%+131.8%0.000%
(Data available from 1/1/2016 forward)

ETR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETR shares?

During the previous two years, 889 institutional investors and hedge funds held shares of Entergy. The most heavily invested institutionals were Aspire Private Capital LLC ($30.60B), Vanguard Group Inc. ($2.72B), BlackRock Inc. ($1.72B), State Street Corp ($1.50B), Bank of America Corp DE ($974.61M), FMR LLC ($870.42M), and Franklin Resources Inc. ($754.32M).Learn more on ETR's institutional investors.

What percentage of Entergy stock is owned by institutional investors?

88.07% of Entergy stock is owned by institutional investors. Learn more on ETR's institutional investor holdings.

Which institutional investors have been buying Entergy stock?

Of the 793 institutional investors that purchased Entergy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Franklin Resources Inc. ($3.30M), Federated Hermes Inc. ($2.87M), FMR LLC ($2.21M), Ameriprise Financial Inc. ($2.20M), Assenagon Asset Management S.A. ($1.90M), JPMorgan Chase & Co. ($1.71M), and Confluence Investment Management LLC ($1.66M).

How much institutional buying is happening at Entergy?

Institutional investors have bought a total of 57,987,669 shares in the last 24 months. This purchase volume represents approximately $3.17B in transactions.

Which Entergy major shareholders have been selling company stock?

Of the 443 institutional investors that sold Entergy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($7.97M), JPMorgan Chase & Co. ($2.62M), Bank of America Corp DE ($1.62M), Assenagon Asset Management S.A. ($1.30M), Mitsubishi UFJ Trust & Banking Corp ($1.20M), Brookfield Corp ON ($1.19M), and Franklin Resources Inc. ($938.87K).

How much institutional selling is happening at Entergy?

Institutional investors have sold a total of 34,471,050 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.



This page (NYSE:ETR) was last updated on 1/18/2025 by MarketBeat.com Staff
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