
What smart money is saying about Entergy
2 funds in our archive have pitched Entergy, most recently Reaves W H & CO Dividend Income Strategy in September 2026.
Entergy Corporation, headquartered in New Orleans, Louisiana, is a prominent American energy company primarily involved in generating and distributing electricity across the United States. Its operations are divided into two main divisions: Utility and Entergy Wholesale Commodities. The Utility division manages the end-to-end process of generating, transmitting, distributing, and selling electricity. This service covers specific regions of Arkansas, Louisiana, Mississippi, and Texas, including the metropolitan area of New Orleans, providing electricity to 3 million utility customers in these states. Additionally, this segment handles natural gas distribution. In contrast, the Entergy Wholesale Commodities division focuses on the ownership, operation, and decommissioning of nuclear power facilities. It also holds stakes in various non-nuclear power plants, selling their output to wholesale clients, and offers specialized services to other nuclear power plant operators. Entergy's electricity generation portfolio is diverse, utilizing natural gas, nuclear, coal, hydroelectric, and solar power. Collectively, its power plants boast an approximate generating capacity of 26,000 megawatts (MW), with 6,000 MW specifically from nuclear sources. Beyond its direct utility customers, Entergy also supplies energy to a range of wholesale clients, including other retail power providers, utility companies, electric power cooperatives, energy trading organizations, and fellow power generation firms. The company has a long history, established in 1913.
Get an email when a fund buys, sells or pitches it
Position history
Between Q3 2025 and Q3 2026, 4 fund letters reported a position in Entergy, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 1 move
- September 2026
“The main detractors were Engie, Brookfield Renewable, Entergy, DT Midstream and Edison International.”
Entergy - September 2026
“The main detractors were Ferrovial, Brookfield Renewable, Entergy, Centerpoint Energy and Engie.”
Entergy - September 2026
“ETR: Entergy underperformed as rising interest rates contributed to the stock giving back some of its year-to-date gains.”
Entergy - New positionTCW Relative Value Large CapSeptember 2025
“Entergy Corporation (ETR; Utilities) MSCI ESG Overall Score: A Entergy is vertically integrated electric utility with operations in four states (AR, LA, MS, TX). The company has three million retail customers, 24.5GW of generation assets, 16 thousand miles of transmission lines, and 107 thousand miles of distribution lines. Fifty-three percent of 2024 revenue was earning in Louisiana and 79% was C&I customers. End markets include municipalities, utilities, industrial facilities, construction sites, and commercial/residential buildings. At initiation, the stock had a $39 billion market capitalization and met all five valuation factors.”
Entergy
Fund coverage · 2 theses
- Reaves W H & CO Dividend Income StrategySeptember 2026
Entergy has strong long-term growth visibility, a constructive regulatory backdrop for data centers, and potential to sustain mid-teens EPS growth.
Read the full thesis - TCW Relative Value Large CapSeptember 2025
Entergy Corporation is a vertically integrated electric utility with significant growth potential due to new management initiatives and increasing demand from hyperscale customers.
Read the full thesis
Read every full thesis on Entergy
Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→