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Financial Life Planners’s NRG Energy NRG Stock Holding History

Financial Life Planners’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 		$312K Sell
2,138
-455
-18% -$65.5K 0.2% 47
2026
Q1 		$379K Sell
2,593
-361
-12% -$56.8K 0.29% 35
2025
Q4 		$470K Buy
2,954
+270
+10% +$44.7K 0.34% 33
2025
Q3 		$435K Sell
2,684
-122
-4% -$19K 0.29% 34
2025
Q2 		$451K Buy
2,806
+444
+19% +$58.5K 0.37% 32
2025
Q1 		$226K Buy
2,362
+241
+11% +$24.4K 0.22% 44
2024
Q4 		$191K Buy
+2,121
New +$196K 0.16% 49

Other funds holding NRG

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Financial Life Planners's NRG Position: Q2 2026 in Review

Financial Life Planners reduced its NRG Energy (NRG) stake by 18% in Q2 2026, selling an estimated $65.5K and leaving 2,138 shares worth $312K. The position accounts for 0.2% of the portfolio, ranked #47.

Financial Life Planners first reported a position in NRG in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q4 2025. 371 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Financial Life Planners held 2,138 shares of NRG Energy worth $312K as of Q2 2026.
  • Financial Life Planners sold 455 NRG Energy shares in Q2 2026, an estimated $65.5K.
  • NRG Energy made up 0.2% of Financial Life Planners's portfolio in Q2 2026, its #47 holding.
  • Financial Life Planners first reported a position in NRG Energy in Q4 2024 and has held it in 7 quarters since.
  • Financial Life Planners's NRG Energy position peaked at $470K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.