
What smart money is saying about Entergy Corporation
2 funds in our archive have pitched Entergy Corporation — most recently TCW Relative Value Large Cap in September 2025.
Entergy Corporation, together with its subsidiaries, engages in the production and retail distribution of electricity in the United States. The company operates in two segments, Utility and Entergy Wholesale Commodities. The Utility segment generates, transmits, distributes, and sells electric power in portions of Arkansas, Louisiana, Mississippi, and Texas, including the City of New Orleans; and distributes natural gas. The Entergy Wholesale Commodities segment engages in the ownership, operation, and decommissioning of nuclear power plants; and ownership of interests in non-nuclear power plants that sell electric power to wholesale customers, as well as provides 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 26,000 megawatts (MW) of electric generating capacity, which include 6,000 MW of nuclear power. It delivers electricity to 3 million utility customers in Arkansas, Louisiana, Mississippi, and Texas. The company was founded in 1913 and is headquartered in New Orleans, Louisiana.
Fund coverage · 2 theses
- 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 - Polen US Smid Company GrowthDecember 2024
Entegris is a leading supplier of materials and process solutions for the semiconductor industry, expected to achieve sustainable high-teens EPS growth driven by double-digit revenue growth and margin expansion.
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