ETR — Entergy Corp New Institutional Holders · Q3 2026

Name: Who Owns ETR? 52 Institutions Hold $256M (Q3 2026)
Creator: ko.io

Who owns Entergy Corp New (ETR)? 52 institutions reported holding $256.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($110.6M), Ferguson Wellman Capital Management, Inc ($100.2M), Ausbil Investment Management Ltd ($12.4M).

Rank	Institution	Value	Shares	Change
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$110.6M	1.1M	Trimmed
2	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$100.2M	1.0M	Trimmed
3	Ausbil Investment Management Ltd	$12.4M	124,789	Trimmed
4	MassMutual Private Wealth & Trust, FSB	$6.6M	66,864	Trimmed
5	Martin Capital Partners, LLC	$4.7M	47,505	Trimmed
6	Horrell Capital Management, Inc.	$3.8M	38,636	Trimmed
7	Balefire, LLC	$2.7M	27,174	Trimmed
8	Farther Finance Advisors, LLC	$2.6M	26,332	Added
9	GAMMA Investing LLC	$2.0M	19,847	Trimmed
10	Acropolis Investment Management, LLC	$1.4M	13,915	Trimmed
11	DIVERSIFIED MANAGEMENT INC	$998,159	10,056	New
12	Valeo Financial Advisors, LLC	$985,966	9,933	Added
13	Wedmont Private Capital	$756,733	7,383	Added
14	CANANDAIGUA NATIONAL BANK & TRUST CO	$752,292	7,579	Hold
15	Kaizen Financial Strategies	$474,264	4,778	Hold
16	CX Institutional	$450,000	4,537	Added
17	MOODY NATIONAL BANK TRUST DIVISION	$442,303	4,456	Trimmed
18	Castleview Partners, LLC	$389,794	3,927	Added
19	Avidian Wealth Enterprises, LLC	$331,373	3,338	Added
20	YHB Investment Advisors, Inc.	$320,908	3,233	Added
21	First Heartland Consultants, Inc.	$307,507	3,098	Added
22	Hickory Point Bank & Trust	$297,581	2,998	Hold
23	Successful Portfolios LLC	$284,409	2,819	Trimmed
24	TOMPKINS FINANCIAL CORP	$238,224	2,400	Hold
25	Ballew Advisors, Inc	$226,564	2,245	Added

Source: SEC Form 13F filings · as of 2026-09-30