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Cornerstone Financial Management’s NRG Energy NRG Stock Holding History

Cornerstone Financial Management’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 		$1.31K Buy
9
+4
+80% +$576 ﹤0.01% 983
2026
Q1 		$731 Hold
5
– – ﹤0.01% 1052
2025
Q4 		$796 Buy
+5
New +$827 ﹤0.01% 1005

Other funds holding NRG

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cornerstone Financial Management's NRG Position: Q2 2026 in Review

Cornerstone Financial Management increased its NRG Energy (NRG) stake by 80% in Q2 2026, buying an estimated $576 and bringing the position to 9 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Cornerstone Financial Management first reported a position in NRG in Q4 2025 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Cornerstone Financial Management held 9 shares of NRG Energy worth $1.31K as of Q2 2026.
  • Cornerstone Financial Management bought 4 NRG Energy shares in Q2 2026, an estimated $576.
  • NRG Energy made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #983 holding.
  • Cornerstone Financial Management first reported a position in NRG Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,023 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.