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Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

ETR holding history

Entergy Corp in every 13F filed by Phoenix Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETR overviewAll 13F holders of ETRFull Q2 2026 holdings

Shares (Q2 2026)
16,007
Value
$1.84M
% of portfolio
0.6%
Quarters held
3
Since Q4 2025
Holdings of ETR by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,007$1.84M0.6%−136−0.8%ReducedHolders
Q1 202616,143$1.81M0.7%−103−0.6%ReducedHolders
Q4 202516,246$1.50M0.6%+16,246NewHolders