Capstone Wealth Management (Alabama)’s NRG Energy NRG Stock Holding History

Capstone Wealth Management (Alabama)’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	$204K	Buy	+1,395	New	+$201K	0.09%	181

Other funds holding NRG

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s NRG Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in NRG Energy (NRG) in Q2 2026: 1,395 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #181 among its holdings.

373 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

Capstone Wealth Management (Alabama) held 1,395 shares of NRG Energy worth $204K as of Q2 2026.
NRG Energy was a new Capstone Wealth Management (Alabama) position in Q2 2026.
NRG Energy made up 0.09% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #181 holding.
373 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.