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Basecamp Wealth Advisors’s NRG Energy NRG Stock Holding History

Basecamp 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 		$253K Hold
1,734
– – 0.05% 222
2026
Q1 		$253K Hold
1,734
– – 0.05% 213
2025
Q4 		$276K Buy
+1,734
New +$287K 0.06% 185

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

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

Basecamp Wealth Advisors held its NRG Energy (NRG) position steady in Q2 2026 at 1,734 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #222.

Basecamp Wealth Advisors first reported a position in NRG in Q4 2025 and has held it in 3 quarters since. The position peaked at $276K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Basecamp Wealth Advisors held 1,734 shares of NRG Energy worth $253K as of Q2 2026.
  • Basecamp Wealth Advisors left its NRG Energy share count unchanged in Q2 2026.
  • NRG Energy made up 0.05% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • Basecamp Wealth Advisors first reported a position in NRG Energy in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's NRG Energy position peaked at $276K in Q4 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.