CIBC Private Wealth Group
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CIBC Private Wealth Group’s NRG Energy NRG Stock Holding History

CIBC Private Wealth 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
Q4 		$55.1M Buy
346,283
+101,900
+42% +$16.9M 0.09% 175
2025
Q3 		$39.6M Buy
244,383
+153,239
+168% +$23.9M 0.07% 210
2025
Q2 		$14.6M Buy
91,144
+90,457
+13,167% +$11.9M 0.03% 309
2025
Q1 		$59K Buy
687
+166
+32% +$16.8K ﹤0.01% 1573
2024
Q4 		$51.3K Buy
521
+205
+65% +$19K ﹤0.01% 1671
2024
Q3 		$28.8K Buy
316
+83
+36% +$6.6K ﹤0.01% 1996
2024
Q2 		$18.3K Sell
233
-22
-9% -$1.7K ﹤0.01% 2068
2024
Q1 		$17.9K Buy
+255
New +$14.3K ﹤0.01% 2087
2022
Q3 		– Sell
-11
Closed – – 1100
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1266
2022
Q1 		$0 Buy
+11
New +$429 ﹤0.01% 1296
2018
Q3 		– Sell
-173
Closed -$5K – 1454
2018
Q2 		$5K Hold
173
– – ﹤0.01% 1721
2018
Q1 		$5K Sell
173
-845
-83% -$23.4K ﹤0.01% 1665
2017
Q4 		$29K Buy
+1,018
New +$27.7K ﹤0.01% 1328

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

CIBC Private Wealth Group's NRG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its NRG Energy (NRG) stake by 42% in Q4 2025, buying an estimated $16.9M and bringing the position to 346,283 shares worth $55.1M. The position accounts for 0.09% of the portfolio, ranked #175.

CIBC Private Wealth Group first reported a position in NRG in Q4 2017 and has held it in 13 quarters since. 1,071 funds tracked by Wall St. Rank hold NRG as of Q4 2025.

  • CIBC Private Wealth Group held 346,283 shares of NRG Energy worth $55.1M as of Q4 2025.
  • CIBC Private Wealth Group bought 101,900 NRG Energy shares in Q4 2025, an estimated $16.9M.
  • NRG Energy made up 0.09% of CIBC Private Wealth Group's portfolio in Q4 2025, its #175 holding.
  • CIBC Private Wealth Group first reported a position in NRG Energy in Q4 2017 and has held it in 13 quarters since.
  • 1,071 funds tracked by Wall St. Rank held NRG Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.