Joel Greenblatt's ETR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 58,975 shares of Entergy Corporation (ETR) worth $5.5 M, representing 0.02% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ETR, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2023, adding 45,196 shares. Largest reduction occurred in Q4 2016, reducing 48,908 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Entergy Corporation (ETR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Entergy Corporation (ETR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +89,402 | New Buy | 89,402 | $38.67 |
| Q4 2014 | -3,198 | Reduce 3.58% | 86,204 | $43.75 |
| Q1 2015 | -1,416 | Reduce 1.64% | 84,788 | $38.74 |
| Q2 2015 | -84,788 | Sold Out | 84,788 | $0.00 |
| Q4 2016 | +35,880 | New Buy | 35,880 | $36.73 |
| Q1 2017 | +9,598 | Add 26.75% | 45,478 | $37.97 |
| Q2 2017 | -45,478 | Sold Out | 45,478 | $0.00 |
| Q2 2022 | +6,712 | New Buy | 6,712 | $56.32 |
| Q3 2022 | -6,712 | Sold Out | 6,712 | $0.00 |
| Q4 2022 | +11,268 | New Buy | 11,268 | $56.25 |
| Q1 2023 | +45,196 | Add 401.10% | 56,464 | $53.87 |
| Q2 2023 | -3,248 | Reduce 5.75% | 53,216 | $48.69 |
| Q3 2023 | -4,746 | Reduce 8.92% | 48,470 | $46.25 |
| Q4 2023 | -2,646 | Reduce 5.46% | 45,824 | $50.59 |
| Q1 2024 | -45,824 | Sold Out | 45,824 | $0.00 |
| Q4 2024 | +3,208 | New Buy | 3,208 | $75.82 |
| Q1 2025 | +6,819 | Add 212.56% | 10,027 | $85.49 |
| Q2 2025 | +19,998 | Add 199.44% | 30,025 | $83.12 |
| Q3 2025 | +28,950 | Add 96.42% | 58,975 | $93.19 |
Joel Greenblatt's Entergy Corporation Investment FAQs
Joel Greenblatt first purchased Entergy Corporation (ETR) in Q3 2014, acquiring 89,402 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Entergy Corporation (ETR) for 45 quarters since Q3 2014.
Joel Greenblatt's largest addition to Entergy Corporation (ETR) was in Q3 2014, adding 89,402 shares worth $3.46 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 58,975 shares of Entergy Corporation (ETR), valued at approximately $5.5 M.
As of the Q3 2025 filing, Entergy Corporation (ETR) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Entergy Corporation (ETR) was 89,402 shares, as reported at the end of Q3 2014.