CHB Investment Group’s NRG Energy NRG Stock Holding History

CHB Investment Group’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
2025 Q2	$4.09M	Buy	+25,453	New	+$3.35M	2.08%	5

Other funds holding NRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CHB Investment Group's NRG Position: Q2 2025 in Review

CHB Investment Group opened a new position in NRG Energy (NRG) in Q2 2025: 25,453 shares worth $4.09M. The stake represents 2.08% of the portfolio and ranks #5 among its holdings.

1,016 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

CHB Investment Group held 25,453 shares of NRG Energy worth $4.09M as of Q2 2025.
NRG Energy was a new CHB Investment Group position in Q2 2025.
NRG Energy made up 2.08% of CHB Investment Group's portfolio in Q2 2025, its #5 holding.
1,016 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.