AWA
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Aaron Wealth Advisors’s NRG Energy NRG Stock Holding History

Aaron Wealth Advisors’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
Q2 		– Sell
-2,028
Closed -$296K – 740
2026
Q1 		$296K Sell
2,028
-594
-23% -$93.5K 0.02% 561
2025
Q4 		$418K Sell
2,622
-603
-19% -$99.8K 0.02% 486
2025
Q3 		$522K Buy
3,225
+656
+26% +$102K 0.03% 400
2025
Q2 		$413K Buy
+2,569
New +$339K 0.04% 285

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Aaron Wealth Advisors's NRG Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of NRG Energy (NRG) in Q2 2026, closing a stake of 2,028 shares — an estimated $296K sold.

Aaron Wealth Advisors first reported a position in NRG in Q2 2025 and held it in 4 quarters. The position peaked at $522K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining NRG Energy position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 2,028 NRG Energy shares in Q2 2026, an estimated $296K.
  • Aaron Wealth Advisors first reported a position in NRG Energy in Q2 2025 and held it in 4 quarters.
  • Aaron Wealth Advisors's NRG Energy position peaked at $522K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.