B.A. Schrock Wealth Management, Inc.’s NRG Energy NRG Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio NRG Stock Details NRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$325K	Buy	+3,357	New	+$405K	0.12%	108

Other funds holding NRG

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Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SCM

Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s NRG Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in NRG Energy (NRG) in Q3 2026: 3,357 shares worth $325K. The stake represents 0.12% of the portfolio and ranks #108 among its holdings.

93 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 3,357 shares of NRG Energy worth $325K as of Q3 2026.
NRG Energy was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
NRG Energy made up 0.12% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #108 holding.
93 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.