Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENTERGY CORP NEW (ETR)

1K + Investors. Track Smart Money conviction in ETR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — ETR

Based on 1123 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ETR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,123 hedge funds hold ETR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

606 buying447 selling
Last quarter: 606 funds bought or added vs 447 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new ETR position: 188 → 103 → 124 → 166. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 24% medium ■ 17% new
658 out of 1,123 hedge funds have held ETR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~166 new funds/quarter

184 → 188 → 103 → 124 → 166 new funds/Q
New funds entering each quarter: 188 → 103 → 124 → 166. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 25% new
Of 1,141 current holders: 714 (63%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
45 of 1123 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ETR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ETR

How many hedge funds hold ETR — quarterly history vs. share price
Quarterly hedge fund ownership of ETR vs. share price

Market Analysis: ETR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

122 top-rated funds 16 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: ETR
2026 Q1 Stats Unlock in 10 days 1K + Investors

Track Smart Money conviction in ETR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1141 1086 5.06%
13F Shares 427M 415M 2.78%
Total Value $39.27B $38.51B 1.98%
New Positions 167 124 +43
Increased Positions 460 466 -6
Closed Positions 107 123 -16
Reduced Positions 379 395 -16
Total Calls 13 17 -23.53%
Total Puts 9 15 -40.0%
PUT/CALL Ratio 0.69 0.88 Bullish

Statistics: ETR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ETR. Verified SEC 13F-HR filings.

Top 25 institutional holders of ETR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verbena Value LP 4.67% 254,000 $28.5M
2 REAVES W H & CO INC 4.18% 2,242,772 $252.0M
3 Ausbil Investment Management Ltd 3.98% 70,388 $8.0M
4 MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3.74% 73,181 $8.2M
5 ADVISORS MANAGEMENT GROUP INC /ADV 3.58% 174,913 $20K
6 TKG Advisors, LLC 2.84% 61,163 $6.9M
7 GODSEY & GIBB, INC 2.73% 278,519 $31.3M
8 ANTIPODES PARTNERS Ltd 2.52% 1,162,738 $130.6M
9 VIKING FUND MANAGEMENT LLC 2.36% 205,000 $23.0M
10 Horrell Capital Management, Inc. 2.29% 44,734 $5.0M
11 Bouvel Investment Partners, LLC 2.17% 66,492 $7.5M
12 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 2.17% 1,411,147 $158.6M
13 CONFLUENCE INVESTMENT MANAGEMENT LLC 2.14% 1,229,287 $138.1M
14 Princeton Global Asset Management LLC 2.07% 112,831 $12.7M
15 Martin Capital Partners, LLC 2.00% 47,794 $5K
16 MILLER HOWARD INVESTMENTS INC /NY 1.90% 619,237 $69.6M
17 Aurora Investment Counsel 1.81% 29,079 $3.3M
18 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.79% 1,532,230 $172.2M
19 Axecap Investments, LLC 1.59% 20,539 $2.3M
20 Oliver Luxxe Assets LLC 1.54% 91,674 $10.3M
21 Alessandra Capital Management, LLC 1.39% 16,963 $1.6M
22 TEMA ETFS LLC 1.39% 184,435 $20.7M
23 Stanley-Laman Group, Ltd. 1.34% 97,060 $10.9M
24 TMB Capital Partners, LLC 1.33% 35,143 $3.9M
25 MARINER INVESTMENT GROUP LLC 1.30% 40,000 $4.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENTERGY CORP NEW (ETR)

What does the Smart Money Trend signal show for ETR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ETR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ETR?

Slight buying edge — 58% buying: Last quarter: 606 funds bought or added vs 447 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ETR holders?

Elite ownership — 58% AUM from top-100 funds: 45 of 1123 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in ETR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ETR?

59% of holders stayed for 2+ years: 658 out of 1,123 hedge funds have held ETR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.