undamentalytics Newsletter

Entergy: which funds bought and sold

Institutions that bought and sold Entergy shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 675 institutions that filed 13F reports for both quarters added to or opened positions in Entergy, and 484 cut or closed them. Together they added a net 19.3M shares, +4.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.5M shares (+5.7%); index fund managers were net buyers of 4.8M shares (+3.4%). 120 opened a new position and 74 sold out entirely.

Bought, Q2 2026 675 institutions, 120 of them new holders Sold, Q2 2026 484 institutions, 74 of them sold out
Net change, all compared +19.3M shares (+4.5%)
Net change, active managers +4.5M shares (+5.7%), 50 bought, 32 sold

Buyers versus sellers

institutions compared, 1,376
Active managers and hedge funds 50 bought · 32 sold · +4.5M
Index fund managers 11 bought · 1 sold · +4.8M
Other institutions 614 bought · 451 sold · +10.0M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Barclays PLC +3.4M +462.9% 4.1M $470M
Franklin Resources Inc Active manager +2.9M +43.5% 9.5M $1.1B
Ameriprise Financial Inc +2.1M +17.2% 14.1M $1.6B
Royal Bank Of Canada +1.8M +93.0% 3.8M $433M
Blackrock, Inc. Index funds +1.4M +3.3% 42.3M $4.9B
Vanguard Portfolio Management LLC Index funds +1.3M +5.1% 26.9M $3.1B
Citigroup Inc +1.2M +227.0% 1.7M $192M
Vanguard Capital Management LLC Index funds +1.1M +3.8% 30.5M $3.5B
Soros Fund Management LLC Hedge fund +837K +1084.2% 914K $105M
Arrowstreet Capital, Limited Partnership Hedge fund +760K New position 760K $87.2M
Reaves W H & Co Inc +735K +32.8% 3.0M $342M
Merewether Investment Management, LP +693K +63.3% 1.8M $205M
Pfa Pension, Forsikringsaktieselskab +665K New position 665K $76.4M
State Street Corp Index funds +634K +2.5% 25.6M $2.9B
Soroban Capital Partners LP Hedge fund +601K +34.9% 2.3M $267M
Millennium Management LLC Hedge fund +579K +35.2% 2.2M $255M
Assenagon Asset Management S.A. +577K +1505.5% 615K $70.7M
Amundi +534K +67.2% 1.3M $153M
Tortoise Capital Advisors, L.L.C. +523K +122.0% 952K $109M
Freestone Grove Partners LP Hedge fund +500K New position 500K $57.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −2.5M −9.2% 24.9M $2.9B
Barrow Hanley Mewhinney & Strauss LLC Active manager −1.2M −17.5% 5.5M $633M
Cbre Investment Management Listed Real Assets LLC −978K −79.4% 254K $29.2M
FMR LLC Active manager −923K −6.5% 13.2M $1.5B
Mizuho Markets Americas LLC −750K −53.8% 644K $74M
TD Asset Management Inc −675K −20.3% 2.6M $304M
Lord, Abbett & Co. LLC −510K −17.3% 2.4M $280M
Zimmer Partners, LP Hedge fund −479K −51.5% 450K $51.7M
Aventail Capital Group, LP −355K −51.3% 337K $38.7M
Ferguson Wellman Capital Management, Inc −351K −24.9% 1.1M $122M
Canada Pension Plan Investment Board −329K −57.6% 242K $27.7M
Invesco Ltd. −271K −4.3% 6.1M $699M
Squarepoint Ops LLC Hedge fund −270K −92.5% 22K $2.5M
First Trust Advisors LP −245K −25.4% 722K $83M
California Public Employees Retirement System −220K −20.8% 839K $96.4M
Kayne Anderson Capital Advisors LP −218K −36.2% 384K $44.1M
Natixis −217K Sold out 0 —
Westwood Holdings Group Inc Active manager −216K −39.1% 336K $38.6M
Treasurer Of The State Of North Carolina −213K −24.9% 642K $73.7M
BNP Paribas Financial Markets −193K −21.8% 691K $79.4M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Arrowstreet Capital, Limited PartnershipHedge fund 760K $87.2M
Pfa Pension, Forsikringsaktieselskab 665K $76.4M
Freestone Grove Partners LPHedge fund 500K $57.4M
Zurich Insurance Group Ltd 450K $51.7M
Bornite Capital Management LP 426K $49M
Seven Grand Managers, LLC 400K $45.9M
Ghisallo Capital Management LLCHedge fund 200K $23M
Trexquant Investment LPHedge fund 195K $22.4M
Klp Kapitalforvaltning As 181K $20.8M
Sourcerock Group LLC 147K $16.9M

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,322
Ten largest holders
47.5%
of 13F-reported shares
Index fund managers
32.4%
of 13F-reported shares
Active managers and hedge funds
18.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 50 32 9 3 +4.5M +5.7%
Index fund managers 11 1 0 0 +4.8M +3.4%
Other institutions 614 451 111 71 +10.0M +4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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