Capital Fund Management (CFM)’s NRG Energy NRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-69,500
Closed -$11.1M 2401
2025
Q4
$11.1M Sell
69,500
-81,600
-54% -$13.5M 0.03% 776
2025
Q3
$24.5M Buy
151,100
+74,400
+97% +$11.6M 0.06% 428
2025
Q2
$12.3M Sell
76,700
-43,100
-36% -$5.68M 0.03% 649
2025
Q1
$11.4M Sell
119,800
-94,700
-44% -$9.58M 0.03% 627
2024
Q4
$19.4M Sell
214,500
-171,100
-44% -$15.8M 0.05% 487
2024
Q3
$35.1M Sell
385,600
-102,000
-21% -$8.12M 0.1% 278
2024
Q2
$38M Buy
487,600
+334,500
+218% +$25.9M 0.11% 247
2024
Q1
$10.4M Buy
153,100
+105,200
+220% +$5.9M 0.03% 716
2023
Q4
$2.48M Buy
47,900
+13,800
+40% +$624K 0.01% 1433
2023
Q3
$1.31M Sell
34,100
-21,500
-39% -$814K ﹤0.01% 1542
2023
Q2
$2.08M Sell
55,600
-62,200
-53% -$2.12M 0.01% 1169
2023
Q1
$4.04M Buy
+117,800
New +$3.9M 0.02% 803
2022
Q4
Sell
-12,900
Closed -$494K 1552
2022
Q3
$494K Sell
12,900
-1,600
-11% -$63.8K ﹤0.01% 1271
2022
Q2
$553K Sell
14,500
-60,400
-81% -$2.47M 0.01% 1220
2022
Q1
$2.87M Sell
74,900
-46,700
-38% -$1.82M 0.02% 803
2021
Q4
$5.24M Buy
121,600
+48,700
+67% +$1.91M 0.04% 626
2021
Q3
$2.98M Buy
+72,900
New +$3.1M 0.02% 770
2020
Q1
Sell
-13,800
Closed -$549K 1876
2019
Q4
$549K Buy
+13,800
New +$546K ﹤0.01% 1348
2018
Q1
Sell
-22,300
Closed -$635K 2070
2017
Q4
$635K Sell
22,300
-9,000
-29% -$245K ﹤0.01% 1372
2017
Q3
$801K Buy
+31,300
New +$740K 0.01% 1042
2016
Q1
Sell
-49,400
Closed -$581K 1747
2015
Q4
$581K Buy
+49,400
New +$624K 0.01% 1077
2015
Q2
Sell
-34,400
Closed -$867K 1632
2015
Q1
$867K Buy
34,400
+12,900
+60% +$326K 0.01% 839
2014
Q4
$579K Sell
21,500
-12,800
-37% -$379K 0.01% 1074
2014
Q3
$1.04M Sell
34,300
-13,100
-28% -$409K 0.01% 912
2014
Q2
$1.76M Buy
+47,400
New +$1.63M 0.02% 765
2014
Q1
Sell
-37,300
Closed -$1.07M 1884
2013
Q4
$1.07M Hold
37,300
0.01% 955
2013
Q3
$1.02M Hold
37,300
0.01% 868
2013
Q2
$996K Buy
+37,300
New +$1M 0.02% 808

Other funds holding NRG

Capital Fund Management (CFM)'s NRG Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its NRG Energy (NRG) stake by 9.9% in Q1 2026, buying an estimated $2.57M and bringing the position to 181,076 shares worth $26.5M. The position accounts for 0.12% of the portfolio, ranked #225.

Capital Fund Management (CFM) first reported a position in NRG in Q2 2013 and has held it in 30 quarters since. The position peaked at $46.9M in Q3 2025. 1,059 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Capital Fund Management (CFM) held 181,076 shares of NRG Energy worth $26.5M as of Q1 2026.
  • Capital Fund Management (CFM) bought 16,330 NRG Energy shares in Q1 2026, an estimated $2.57M.
  • NRG Energy made up 0.12% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #225 holding.
  • Capital Fund Management (CFM) first reported a position in NRG Energy in Q2 2013 and has held it in 30 quarters since.
  • Capital Fund Management (CFM)'s NRG Energy position peaked at $46.9M in Q3 2025.
  • 1,059 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.