Rothwell Investment Advisors, LLC’s NRG Energy NRG Stock Holding History

Rothwell Investment Advisors, LLC’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	$85.6K	Buy	+895	New	+$108K	0.05%	308

Other funds holding NRG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NRG Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in NRG Energy (NRG) in Q3 2026: 895 shares worth $85.6K. The stake represents 0.05% of the portfolio and ranks #308 among its holdings.

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

Rothwell Investment Advisors, LLC held 895 shares of NRG Energy worth $85.6K as of Q3 2026.
NRG Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
NRG Energy made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #308 holding.
466 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.