HHGA
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Halbert Hargrove Global Advisors’s NRG Energy NRG Stock Holding History

Halbert Hargrove Global Advisors’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 		$667 Buy
+5
New +$720 ﹤0.01% 490
2025
Q4 		– Sell
-33
Closed -$5.34K – 619
2025
Q3 		$5.34K Buy
+33
New +$5.14K ﹤0.01% 404

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's NRG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in NRG Energy (NRG) in Q2 2026: 5 shares worth $667. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in NRG as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in NRG in Q3 2025 and has held it in 2 quarters since. The position peaked at $5.34K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 5 shares of NRG Energy worth $667 as of Q2 2026.
  • NRG Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • NRG Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #490 holding.
  • Halbert Hargrove Global Advisors first reported a position in NRG Energy in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's NRG Energy position peaked at $5.34K in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.