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BOK Financial Private Wealth’s NRG Energy NRG Stock Holding History

BOK Financial Private Wealth’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 		$1.17K Buy
+8
New +$1.15K ﹤0.01% 684
2025
Q1 		– Sell
-8
Closed -$722 – 608
2024
Q4 		$722 Buy
+8
New +$741 ﹤0.01% 544

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 $3.38T AUM 44.17% 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

BOK Financial Private Wealth's NRG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in NRG Energy (NRG) in Q2 2026: 8 shares worth $1.17K. The stake represents ﹤0.01% of the portfolio and ranks #684 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in NRG as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in NRG in Q4 2024 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • BOK Financial Private Wealth held 8 shares of NRG Energy worth $1.17K as of Q2 2026.
  • NRG Energy was a new BOK Financial Private Wealth position in Q2 2026.
  • NRG Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #684 holding.
  • BOK Financial Private Wealth first reported a position in NRG Energy in Q4 2024 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.