HWA
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HCR Wealth Advisors’s NRG Energy NRG Stock Holding History

HCR Wealth 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 		$3.25M Sell
22,245
-333
-1% -$47.9K 0.29% 53
2026
Q1 		$3.3M Buy
22,578
+165
+0.7% +$26K 0.34% 54
2025
Q4 		$3.57M Sell
22,413
-123
-0.5% -$20.4K 0.35% 46
2025
Q3 		$3.77M Buy
22,536
+16
+0.1% +$2.49K 0.39% 42
2025
Q2 		$3.62M Sell
22,520
-1,465
-6% -$193K 0.43% 39
2025
Q1 		$2.29M Buy
23,985
+19,057
+387% +$1.93M 0.3% 56
2024
Q4 		$445K Buy
4,928
+1,360
+38% +$126K 0.06% 147
2024
Q3 		$325K Sell
3,568
-1,025
-22% -$81.5K 0.04% 175
2024
Q2 		$358K Buy
+4,593
New +$356K 0.05% 160

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

HCR Wealth Advisors's NRG Position: Q2 2026 in Review

HCR Wealth Advisors reduced its NRG Energy (NRG) stake by 1.5% in Q2 2026, selling an estimated $47.9K and leaving 22,245 shares worth $3.25M. The position accounts for 0.29% of the portfolio, ranked #53.

HCR Wealth Advisors first reported a position in NRG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.77M in Q3 2025. 1,017 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • HCR Wealth Advisors held 22,245 shares of NRG Energy worth $3.25M as of Q2 2026.
  • HCR Wealth Advisors sold 333 NRG Energy shares in Q2 2026, an estimated $47.9K.
  • NRG Energy made up 0.29% of HCR Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • HCR Wealth Advisors first reported a position in NRG Energy in Q2 2024 and has held it in 9 quarters since.
  • HCR Wealth Advisors's NRG Energy position peaked at $3.77M in Q3 2025.
  • 1,017 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.