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
↑ +50
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — ETR

Based on 1333 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
1,333 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 — +18% more funds vs a year ago

fund count last 6Q
+202 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

704 buying520 selling
Last quarter: 704 funds bought or added vs 520 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.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 134 → 182 → 184 → 154. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
777 out of 1,333 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 — ~154 new funds/quarter

112 → 134 → 182 → 184 → 154 new funds/Q
New funds entering each quarter: 134 → 182 → 184 → 154. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 1,354 holders: 825 (61%) are 2+ year veterans, 222 entered 1–2 years ago, and 307 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
69 of 1328 holders are among the 100 largest funds by AUM, controlling 61% 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 Q2, 704 hedge funds were net buyers of ETR (154 opened a new position, 550 added to an existing one), while 520 reduced or exited (416 trimmed, 104 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in ETR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 1333.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 16 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
5.9
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1316 1283 2.57%
13F Shares 457M 408M 11.93%
Total Value $50.89B $44.10B 15.41%
New Positions 149 184 -35
Increased Positions 542 486 +56
Closed Positions 111 112 -1
Reduced Positions 408 405 +3
Total Calls 15 13 15.38%
Total Puts 11 11 -
PUT/CALL Ratio 0.73 0.85 Neutral

Statistics: ETR

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gallo Partners, LP 7.29% 28,634 $3.3M
2 Ausbil Investment Management Ltd 6.62% 129,558 $14.6M
3 Bornite Capital Management LP 6.16% 426,400 $49.0M
4 Electron Capital Partners, LLC 6.15% 1,340,648 $154.0M
5 Arrow Capital Pty Ltd 5.86% 60,000 $6.9M
6 Verbena Value LP 5.69% 300,000 $34.5M
7 HITE Hedge Asset Management LLC 5.45% 865,782 $99.4M
8 Harrison Street Private Wealth LLC 5.39% 33,338 $3.8M
9 Reaves W H & Co Inc 5.19% 2,978,267 $342.1M
10 Merewether Investment Management, LP 3.87% 1,787,604 $205.3M
11 Morgan Dempsey Capital Management LLC 3.71% 75,458 $8.7M
12 Vennlight Capital Management, LP 3.57% 46,320 $5.3M
13 Fwl Investment Management, LLC 3.10% 146,976 $16.9M
14 Godsey & Gibb, Inc 2.45% 259,761 $29.8M
15 TKG Advisors, LLC 2.44% 61,076 $7.0M
16 Energy Income Partners, LLC 2.33% 1,291,790 $148.4M
17 Wealth Advisors of Tampa Bay, LLC 2.31% 65,855 $7.6M
18 ANTIPODES PARTNERS Ltd 2.28% 1,085,598 $124.7M
19 Aventail Capital Group, LP 2.22% 337,203 $38.7M
20 Horrell Capital Management, Inc. 2.12% 40,368 $4.6M
21 Rench Wealth Management, Inc. 2.12% 68,711 $7.9M
22 Confluence Investment Management LLC 2.08% 1,156,624 $132.8M
23 Martin Capital Partners, LLC 2.01% 47,551 $5.5M
24 Viking Fund Management LLC 2.00% 194,000 $22.3M
25 Barrow Hanley Mewhinney & Strauss LLC 1.92% 5,513,999 $633.3M
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 — 4 quarters in a row: For 4 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: 704 funds bought or added vs 520 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 — 61% AUM from top-100 funds: 69 of 1328 holders are among the 100 largest funds by AUM, controlling 61% 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?

58% of holders stayed for 2+ years: 777 out of 1,333 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.

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