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FourThought Financial Partners’s NRG Energy NRG Stock Holding History

FourThought Financial Partners’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 		– Sell
-1,759
Closed -$285K – 589
2025
Q3 		$285K Buy
+1,759
New +$274K 0.03% 378

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State Street
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Victory Capital Management
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Franklin Resources
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

FourThought Financial Partners's NRG Position: Q4 2025 in Review

FourThought Financial Partners sold out of NRG Energy (NRG) in Q4 2025, closing a stake of 1,759 shares — an estimated $285K sold.

FourThought Financial Partners first reported a position in NRG in Q3 2025 and held it in 1 quarter. The position peaked at $285K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold NRG as of Q4 2025.

  • FourThought Financial Partners reported no remaining NRG Energy position as of Q4 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 1,759 NRG Energy shares in Q4 2025, an estimated $285K.
  • FourThought Financial Partners first reported a position in NRG Energy in Q3 2025 and held it in 1 quarter.
  • FourThought Financial Partners's NRG Energy position peaked at $285K in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held NRG Energy as of Q4 2025.

Based on FourThought Financial Partners's 13F filing for Q4 2025, filed 6 Feb 2026.