Action Point Financial Planning’s NRG Energy NRG Stock Holding History

Action Point Financial Planning’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	$26K	Buy	+180	New	+$25.9K	﹤0.01%	1039

Other funds holding NRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Action Point Financial Planning's NRG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NRG Energy (NRG) in Q2 2026: 180 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings.

1,014 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Action Point Financial Planning held 180 shares of NRG Energy worth $26K as of Q2 2026.
NRG Energy was a new Action Point Financial Planning position in Q2 2026.
NRG Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1039 holding.
1,014 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.