ETR · Company research
Entergy Corporation (ETR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 482 | 55362 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DIVERSIFIED TRUST CO | 1479844 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5880 | 675376 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142720 | 16392820 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Management Advisory Group, LLC | 1631864 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3205 | 368126 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 451 | 51802 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| BRAUN STACEY ASSOCIATES INC | 872080 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 305669 | 35109141 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Segment Wealth Management, LLC | 1575581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8134 | 934271 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1378 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BTC Capital Management, Inc. | 1611848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20276 | 2328904 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 215207 | 24718677 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53981 | 6200292 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Voya Financial Advisors, Inc. | 1424367 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9491 | 1104088 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Trexquant Investment LP | 1633445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194891 | 22385180 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4527 | 519954 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49354 | 5669 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BURNEY CO/ | 940445 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14220 | 1633325 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| OneAscent Investment Solutions LLC | 1974438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5947 | 683072 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8810 | 1011917 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Emerald Investment Advisers, LLC | 2127823 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 109542 | 12582035 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Impact Capital Partners LLC | 2054916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2356 | 270610 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| OneAscent Family Office, LLC | 2055812 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2791 | 320588 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66 | 7581 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Sanctuary Advisors, LLC | 1777271 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115909 | 13313327 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4650 | 534099 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1940 | 222828 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Stanley-Laman Group, Ltd. | 1601489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95769 | 11000015 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5262 | 604393 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8685 | 997543 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Resolution Capital Ltd | 1612389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 202101 | 23213321 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 4594 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 805926 | 92568551 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75 | 8615 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14335 | 1646518 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70014 | 8041762 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11745 | 1349033 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cardinal Capital Management, Inc. | 1518235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 323483 | 37155257 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64313 | 7230047 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10135 | 1164106 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11346 | 1303205 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5150 | 591475 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 104746 | 12031126 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73593 | 8453 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Whitener Capital Management, Inc. | 825217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4983 | 572347 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1219 | 139989 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14181 | 1628776 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1164508 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 759555 | 87242487 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Fulton Bank, N.A. | 883782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5625 | 646087 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| OneAscent Wealth Management LLC | 1844707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3580 | 411199 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Palumbo Wealth Management LLC | 1846310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50507 | 5801281 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3835 | 440539 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bornite Capital Management LP | 1800641 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426400 | 48976304 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Abound Wealth Management | 1950323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 2371 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| SmartHarvest Portfolios, LLC | 2066604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1827 | 209809 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| RENAISSANCE TECHNOLOGIES LLC | 1037389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 484100 | 55603726 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 269035 | 30901364 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 446 | 51228 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24168 | 2775934 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 76355 | 8770107 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 13094 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 1063571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 694109 | 79725 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MONEY CONCEPTS CAPITAL CORP | 716851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10058 | 1155214 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 339011 | 34058255 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 2114795 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 472 | 54214 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490 | 56307 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BARRETT & COMPANY, INC. | 887602 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 168 | 19296 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| First Bank & Trust | 1692632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20406 | 2343833 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112 | 12949 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13132 | 1508328 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| PFA Pension, Forsikringsaktieselskab | 1730073 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 664940 | 76374993 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Narwhal Capital Management | 1461287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15134 | 1738291 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17922 | 2058521 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 89 | 10223 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 181400 | 20835604 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHOREO, LLC | 1679031 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9468 | 1087499 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Three Bearings Fiduciary Advisors, Inc. | 2140230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1149 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| SIH Partners, LLLP | 1996244 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6449 | 740732 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProVise Management Group, LLC | 1305707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58990 | 6775591 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WAYCROSS PARTNERS, LLC | 1844873 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5818 | 668255 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Oliver Luxxe Assets LLC | 1666239 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86448 | 9929400 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Sand Hill Global Advisors, LLC | 1009209 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43630 | 5011334 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.