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Forefront Wealth Management’s NRG Energy NRG Stock Holding History

Forefront Wealth 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
2025
Q4 		$237K Sell
1,487
-45
-3% -$7.45K 0.17% 60
2025
Q3 		$248K Buy
1,532
+12
+0.8% +$1.87K 0.18% 56
2025
Q2 		$244K Buy
+1,520
New +$200K 0.2% 50

Other funds holding NRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Forefront Wealth Management's NRG Position: Q4 2025 in Review

Forefront Wealth Management reduced its NRG Energy (NRG) stake by 2.9% in Q4 2025, selling an estimated $7.45K and leaving 1,487 shares worth $237K. The position accounts for 0.17% of the portfolio, ranked #60.

Forefront Wealth Management first reported a position in NRG in Q2 2025 and has held it in 3 quarters since. The position peaked at $248K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold NRG as of Q4 2025.

  • Forefront Wealth Management held 1,487 shares of NRG Energy worth $237K as of Q4 2025.
  • Forefront Wealth Management sold 45 NRG Energy shares in Q4 2025, an estimated $7.45K.
  • NRG Energy made up 0.17% of Forefront Wealth Management's portfolio in Q4 2025, its #60 holding.
  • Forefront Wealth Management first reported a position in NRG Energy in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Management's NRG Energy position peaked at $248K in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held NRG Energy as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.