NYSE · Utilities

ENTERGY CORP NEW ETR

Entergy Corporation, together with its subsidiaries, engages in the production and retail distribution of electricity in the United States. It generates, transmits, distributes, and sells electric power in portions of Arkansas, Louisiana, Mississippi, and Texas, including the City of New Orleans.

Electric Utilities: Central

Company profile

Business mix

  • It generates, transmits, distributes, and sells electric power in portions of Arkansas, Louisiana, Mississippi, and Texas, including the City of New Orleans.
  • It also engages in the ownership of interests in non-nuclear power plants that sell electric power to wholesale customers, as well as provides decommissioning services to other nuclear power plant owners.
  • It generates electricity through gas, nuclear, coal, hydro, and solar power sources. The company sells energy to retail power providers, utilities, electric power co-operatives, power trading organizations, and other power generation companies.
  • The company’s power plants have approximately 25,000 megawatts of electric generating capacity. It delivers electricity to 3.1 million utility customers in Arkansas, Louisiana, Mississippi, and Texas.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - regulated electric?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 28.3 FCF -5.85% Buyback -4.79%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.6% $373.7M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 0.4% $193.6M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 2 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $66.3M Estimated from net added shares
Reduction amount $177.3M Estimated from net reduced shares
Net share change / base shares -16.2% -987,851 / 6,114,345
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -50.5% 13F value change -$5.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 155,799 Last 1 periods -78,621 (-50.5%) Total shares 77,178 Value $8.7M
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 21.6% 13F value change +$120.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,736,012 Last 1 periods +590,000 (+21.6%) Total shares 3,326,012 Value $373.7M
Soroban Capital Partners Eric Mandelblatt 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -46.5% 13F value change -$106.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,222,534 Last 1 periods -1,499,230 (-46.5%) Total shares 1,723,304 Value $193.6M

Recent mentions

No public mentions.