CPG
NRG icon

Cornerstone Planning Group’s NRG Energy NRG Stock Holding History

Cornerstone Planning 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
2026
Q1 		$15K Buy
96
+36
+60% +$5.67K ﹤0.01% 773
2025
Q4 		$9.35K Sell
60
-1,584
-96% -$262K ﹤0.01% 818
2025
Q3 		$26.4K Buy
1,644
+1,584
+2,640% +$247K ﹤0.01% 497
2025
Q2 		$10.3K Buy
60
+8
+15% +$1.05K ﹤0.01% 551
2025
Q1 		$5.31K Buy
52
+24
+86% +$2.43K ﹤0.01% 716
2024
Q4 		$2.72K Buy
28
+4
+17% +$370 ﹤0.01% 711
2024
Q3 		$2.1K Hold
24
– – ﹤0.01% 760
2024
Q2 		$1.63K Hold
24
– – ﹤0.01% 829
2024
Q1 		$1.81K Buy
24
+1
+4% +$56 ﹤0.01% 678
2023
Q4 		$1.21K Hold
23
– – ﹤0.01% 696
2023
Q3 		$895 Buy
+23
New +$870 ﹤0.01% 811

Other funds holding NRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

Cornerstone Planning Group's NRG Position: Q1 2026 in Review

Cornerstone Planning Group increased its NRG Energy (NRG) stake by 60% in Q1 2026, buying an estimated $5.67K and bringing the position to 96 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Cornerstone Planning Group first reported a position in NRG in Q3 2023 and has held it in 11 quarters since. The position peaked at $26.4K in Q3 2025. 1,058 funds tracked by Wall St. Rank hold NRG as of Q1 2026.

  • Cornerstone Planning Group held 96 shares of NRG Energy worth $15K as of Q1 2026.
  • Cornerstone Planning Group bought 36 NRG Energy shares in Q1 2026, an estimated $5.67K.
  • NRG Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #773 holding.
  • Cornerstone Planning Group first reported a position in NRG Energy in Q3 2023 and has held it in 11 quarters since.
  • Cornerstone Planning Group's NRG Energy position peaked at $26.4K in Q3 2025.
  • 1,058 funds tracked by Wall St. Rank held NRG Energy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.