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
↑ +70
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — ETR

Based on 1279 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,279 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 — +11% more funds vs a year ago

fund count last 6Q
+130 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

673 buying519 selling
Last quarter: 673 funds bought or added vs 519 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.
➡️

Steady new buyers — ~182 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 110 → 134 → 181 → 182. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
714 out of 1,279 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.
💰

Price up while funds trimmed (+10% value, -7% shares)

Value
+10%
Shares
-6%
Last quarter: total value of institutional ETR holdings rose +10% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

202 → 110 → 134 → 181 → 182 new funds/Q
New funds entering each quarter: 110 → 134 → 181 → 182. A growing number of institutions are discovering ETR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 1,297 holders: 787 (61%) are 2+ year veterans, 187 entered 1–2 years ago, and 323 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
66 of 1273 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — ETR

In 2026 Q1, 673 hedge funds were net buyers of ETR (182 opened a new position, 491 added to an existing one), while 519 reduced or exited (407 trimmed, 112 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in ETR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +70 funds (more new holders than closures). Total institutional holders: 1279.

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.

Is It Too Late to Buy Entergy Corp New (ETR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ETR has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
ETR
+0.0%
XLU
-2.3%

ETR outperformed XLU by +2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
ETR
+3.1%
XLU
+91.2%

Since the filing became public, ETR outperformed XLU by -88.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

69 top-rated funds 17 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: ETR
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1271 1209 5.13%
13F Shares 403M 433M -6.8%
Total Value $43.67B $39.70B 10.01%
New Positions 180 181 -1
Increased Positions 484 460 +24
Closed Positions 118 106 +12
Reduced Positions 400 362 +38
Total Calls 13 13 -
Total Puts 11 9 22.22%
PUT/CALL Ratio 0.85 0.69 Neutral

Statistics: ETR

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Valuation Measures Data as of: --

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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.

QUARTER:
Top 25 ETR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arrow Capital Pty Ltd 8.33% 75,000 $8.3M
2 Electron Capital Partners, LLC 5.56% 1,265,320 $142.2M
3 Vennlight Capital Management, LP 5.11% 45,000 $5.1M
4 Decade Renewable Partners LP 4.91% 74,427 $6.2M
5 HITE Hedge Asset Management LLC 4.84% 763,078 $85.7M
6 Verbena Value LP 4.67% 254,000 $28.5M
7 Mizuho Markets Americas LLC 4.28% 1,394,400 $156.7M
8 Reaves W H & Co Inc 4.18% 2,242,772 $252.0M
9 Ausbil Investment Management Ltd 3.98% 70,388 $8.0M
10 Morgan Dempsey Capital Management LLC 3.74% 73,181 $8.2M
11 Aventail Capital Group, LP 3.73% 692,533 $77.8M
12 Fwl Investment Management, LLC 3.50% 142,000 $16.0M
13 TKG Advisors, LLC 2.84% 61,163 $6.9M
14 Godsey & Gibb, Inc 2.73% 278,519 $31.3M
15 Gallo Partners, LP 2.71% 12,624 $1.4M
16 ANTIPODES PARTNERS Ltd 2.52% 1,162,738 $130.6M
17 Zimmer Partners, LP 2.52% 928,573 $104.3M
18 Barrow Hanley Mewhinney & Strauss LLC 2.46% 6,681,876 $750.8M
19 Wealth Advisors of Tampa Bay, LLC 2.46% 66,112 $7.4M
20 Merewether Investment Management, LP 2.38% 1,094,542 $123.0M
21 Viking Fund Management LLC 2.36% 205,000 $23.0M
22 Energy Income Partners, LLC 2.36% 1,305,538 $146.7M
23 Rench Wealth Management, Inc. 2.34% 69,092 $7.8M
24 Horrell Capital Management, Inc. 2.29% 44,734 $5.0M
25 Bouvel Investment Partners, LLC 2.17% 66,492 $7.5M
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 — 3 quarters in a row: For 3 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 — 56% buying: Last quarter: 673 funds bought or added vs 519 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 — 47% AUM from top-100 funds: 66 of 1273 holders are among the 100 largest funds by AUM, controlling 47% 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?

56% of holders stayed for 2+ years: 714 out of 1,279 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.

Is it too late to buy Entergy Corp New (ETR) following the 2026 Q1 hedge fund 13F filings?

As of today, ETR has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +91.2% for the XLU sector ETF — an outperformance of -88.1%. Since the quarter end (March 31, 2026), ETR has gained +0.0% vs -2.3% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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