Concurrent Investment Advisors
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Concurrent Investment Advisors’s NRG Energy NRG Stock Holding History

Concurrent Investment Advisors’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
Q3 		– Sell
-200
Closed -$32.1K – 1565
2025
Q2 		$32.1K Buy
+200
New +$26.4K ﹤0.01% 1361

Other funds holding NRG

Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
SCM
Segra Capital Management Palm Beach, Florida $987M AUM 57.18% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SW
Solidarity Wealth Lehi, Utah $578M AUM 17.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Concurrent Investment Advisors's NRG Position: Q3 2026 in Review

Concurrent Investment Advisors increased its NRG Energy (NRG) stake by 62% in Q3 2026, buying an estimated $636K and bringing the position to 13,817 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1017.

Concurrent Investment Advisors first reported a position in NRG in Q4 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold NRG as of Q3 2026.

  • Concurrent Investment Advisors held 13,817 shares of NRG Energy worth $1.32M as of Q3 2026.
  • Concurrent Investment Advisors bought 5,279 NRG Energy shares in Q3 2026, an estimated $636K.
  • NRG Energy made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1017 holding.
  • Concurrent Investment Advisors first reported a position in NRG Energy in Q4 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held NRG Energy as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.