Cetera Investment Advisers
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Cetera Investment Advisers’s NRG Energy NRG Stock Holding History

Cetera Investment Advisers’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
2024
Q4 		– Sell
-6,400
Closed -$5.44K – 3854
2024
Q3 		$5.44K Buy
+6,400
New +$509K ﹤0.01% 3684

Other funds holding NRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's NRG Position: Q1 2026 in Review

Cetera Investment Advisers increased its NRG Energy (NRG) stake by 4.2% in Q1 2026, buying an estimated $771K and bringing the position to 120,553 shares worth $17.6M. The position accounts for 0.02% of the portfolio, ranked #744.

Cetera Investment Advisers first reported a position in NRG in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.4M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Cetera Investment Advisers held 120,553 shares of NRG Energy worth $17.6M as of Q1 2026.
  • Cetera Investment Advisers bought 4,902 NRG Energy shares in Q1 2026, an estimated $771K.
  • NRG Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #744 holding.
  • Cetera Investment Advisers first reported a position in NRG Energy in Q1 2022 and has held it in 17 quarters since.
  • Cetera Investment Advisers's NRG Energy position peaked at $18.4M in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.