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B. Riley Wealth Advisors’s NRG Energy NRG Stock Holding History

B. Riley 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 		$331K Buy
2,218
+363
+20% +$52.3K 0.02% 595
2026
Q1 		$262K Sell
1,855
-4,279
-70% -$673K 0.02% 617
2025
Q4 		$977K Sell
6,134
-111
-2% -$18.4K 0.05% 350
2025
Q3 		$1.01M Sell
6,245
-205
-3% -$31.9K 0.05% 339
2025
Q2 		$1.04M Buy
+6,450
New +$850K 0.05% 348
2024
Q4 		$912K Sell
10,112
-2,455
-20% -$227K 0.03% 478
2024
Q3 		$1.16M Sell
12,567
-935
-7% -$74.4K 0.03% 457
2024
Q2 		$1.05M Sell
13,502
-9,259
-41% -$717K 0.03% 517
2024
Q1 		$877K Buy
22,761
+4,421
+24% +$248K 0.02% 569
2023
Q4 		$948K Sell
18,340
-4,421
-19% -$200K 0.03% 546
2023
Q3 		$877K Buy
22,761
+432
+2% +$16.3K 0.02% 569
2023
Q2 		$835K Sell
22,329
-493
-2% -$16.8K 0.02% 629
2023
Q1 		$783K Buy
22,822
+6,590
+41% +$218K 0.02% 627
2022
Q4 		$516K Sell
16,232
-377
-2% -$14.9K 0.01% 779
2022
Q3 		$636K Buy
16,609
+2,124
+15% +$84.7K 0.02% 663
2022
Q2 		$553K Buy
14,485
+815
+6% +$33.3K 0.02% 621
2022
Q1 		$525K Buy
13,670
+1,472
+12% +$57.4K 0.02% 725
2021
Q4 		$526K Buy
12,198
+984
+9% +$38.6K 0.02% 781
2021
Q3 		$458K Buy
11,214
+646
+6% +$27.5K 0.01% 818
2021
Q2 		$426K Buy
10,568
+4,449
+73% +$161K 0.01% 847
2021
Q1 		$231K Buy
+6,119
New +$244K 0.01% 1128
2020
Q2 		– Sell
-10,264
Closed -$280K – 890
2020
Q1 		$280K Buy
+10,264
New +$354K 0.02% 563
2019
Q2 		– Sell
-6,029
Closed -$257K – 818
2019
Q1 		$257K Buy
6,029
+253
+4% +$10.5K 0.03% 560
2018
Q4 		$229K Buy
+5,776
New +$221K 0.03% 535
2017
Q3 		– Sell
-27,002
Closed -$466K – 576
2017
Q2 		$466K Sell
27,002
-2,320
-8% -$38.9K 0.08% 266
2017
Q1 		$550K Buy
+29,322
New +$486K 0.11% 217
2015
Q1 		– Sell
-34
Closed -$1 – 1490
2014
Q4 		$1 Buy
+34
New +$1.01K ﹤0.01% 3564
2014
Q3 		– Sell
-34
Closed -$1.26K – 1452
2014
Q2 		$1.26K Buy
+34
New +$1.17K ﹤0.01% 2277

Other funds holding NRG

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

B. Riley Wealth Advisors's NRG Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its NRG Energy (NRG) stake by 20% in Q2 2026, buying an estimated $52.3K and bringing the position to 2,218 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #595.

B. Riley Wealth Advisors first reported a position in NRG in Q2 2014 and has held it in 28 quarters since. The position peaked at $1.16M in Q3 2024. 174 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • B. Riley Wealth Advisors held 2,218 shares of NRG Energy worth $331K as of Q2 2026.
  • B. Riley Wealth Advisors bought 363 NRG Energy shares in Q2 2026, an estimated $52.3K.
  • NRG Energy made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #595 holding.
  • B. Riley Wealth Advisors first reported a position in NRG Energy in Q2 2014 and has held it in 28 quarters since.
  • B. Riley Wealth Advisors's NRG Energy position peaked at $1.16M in Q3 2024.
  • 174 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.