ETR Entergy Corporation
Entergy Corporation (ETR) Institutional Ownership
What the institutions did with ETR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1.1M | 50.5% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.0M | 45.7% |
| MassMutual Private Wealth & Trust, FSB | 66.9K | 3.0% |
| CX Institutional | 4.5K | 0.2% |
| Hickory Point Bank & Trust | 3.0K | 0.1% |
| TOMPKINS FINANCIAL CORP | 2.4K | 0.1% |
| Ballew Advisors, Inc | 2.2K | 0.1% |
| Global Wealth Strategies & Associates | 2.2K | 0.1% |
| Versant Capital Management, Inc | 1.8K | 0.1% |
| EASTERN BANK | 1.6K | 0.1% |
| GoalVest Advisory LLC | 350 | 0.0% |
| Planning Strategies Inc. | 240 | 0.0% |
| Coastline Trust Co | 23 | 0.0% |
| Rosenberg Matthew Hamilton | 6 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 1.1M | 1.0M | -51.0K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 1.2M | 1.1M | -42.4K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 70.0K | 66.9K | -3.2K |
| Coastline Trust Co | Reduced | 443 | 23 | -420 |
| EASTERN BANK | Increased | 1.4K | 1.6K | +269 |
| CX Institutional | Increased | 4.4K | 4.5K | +187 |
| Versant Capital Management, Inc | Increased | 1.7K | 1.8K | +123 |
| GoalVest Advisory LLC | Reduced | 364 | 350 | -14 |
| Ballew Advisors, Inc | Increased | 2.2K | 2.2K | +7 |
| Global Wealth Strategies & Associates | Reduced | 2.2K | 2.2K | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.