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Abich Financial Wealth Management’s NRG Energy NRG Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$104K Buy
+644
New +$100K 0.04% 225
2024
Q3 		$5.38K Buy
+59
New +$4.69K 0.01% 253

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Abich Financial Wealth Management's NRG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in NRG Energy (NRG) in Q3 2025: 644 shares worth $104K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in NRG as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in NRG in Q3 2024 and has held it in 2 quarters since. 1,047 funds tracked by Wall St. Rank hold NRG as of Q3 2025.

  • Abich Financial Wealth Management held 644 shares of NRG Energy worth $104K as of Q3 2025.
  • NRG Energy was a new Abich Financial Wealth Management position in Q3 2025.
  • NRG Energy made up 0.04% of Abich Financial Wealth Management's portfolio in Q3 2025, its #225 holding.
  • Abich Financial Wealth Management first reported a position in NRG Energy in Q3 2024 and has held it in 2 quarters since.
  • 1,047 funds tracked by Wall St. Rank held NRG Energy as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.