# ENTERGY CORP NEW (ETR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ETR/

- Reporting holders: 48
- Reported value: $255.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $110.6M | 1,114,210 | 1.9% | 31 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $100.2M | 1,009,045 | 1.2% | 32 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $12.4M | 124,789 | 6.2% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.6M | 66,864 | 0.2% | 26 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $4.7M | 47,505 | 1.7% | 14 |
| [Horrell Capital Management, Inc.](https://holderbook.com/funds/1385925-horrell-capital-management-inc/) | $3.8M | 38,636 | 2.0% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.7M | 27,174 | 0.4% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 26,332 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $2.0M | 19,847 | 0.1% | 12 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.4M | 13,915 | 0.1% | 13 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $998.2K | 10,056 | 0.2% | 1 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $986.0K | 9,933 | 0.0% | 19 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $756.7K | 7,383 | 0.0% | 8 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $752.3K | 7,579 | 0.1% | 20 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $474.3K | 4,778 | 0.2% | 10 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $442.3K | 4,456 | 0.0% | 32 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $389.8K | 3,927 | 0.2% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $331.4K | 3,338 | 0.0% | 7 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $320.9K | 3,233 | 0.0% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $307.5K | 3,098 | 0.0% | 9 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $297.6K | 2,998 | 0.2% | 8 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $284.4K | 2,819 | 0.1% | 8 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $238.2K | 2,400 | 0.0% | 19 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $226.6K | 2,245 | 0.1% | 5 |
| [Global Wealth Strategies & Associates](https://holderbook.com/funds/1912297-global-wealth-strategies-associates/) | $217.7K | 2,193 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 48 | $255.6M |
| Q2 2026 | 1,339 | $57.0B |
| Q1 2026 | 1,289 | $50.3B |
| Q4 2025 | 1,225 | $40.1B |
| Q3 2025 | 1,168 | $40.6B |
| Q2 2025 | 1,157 | $35.8B |
| Q1 2025 | 1,179 | $37.2B |
| Q4 2024 | 1,094 | $31.2B |
| Q3 2024 | 970 | $27.2B |
| Q2 2024 | 925 | $21.4B |
| Q1 2024 | 892 | $20.9B |
| Q4 2023 | 852 | $19.8B |