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Hemington Wealth Management’s NRG Energy NRG Stock Holding History

Hemington 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
Q3 		$69K Buy
428
+14
+3% +$2.18K 0.01% 293
2025
Q2 		$66K Sell
414
-22
-5% -$2.9K 0.01% 283
2025
Q1 		$41K Buy
436
+80
+22% +$8.09K 0.01% 373
2024
Q4 		$32K Buy
356
+62
+21% +$5.74K 0.01% 417
2024
Q3 		$26K Buy
+294
New +$23.4K 0.01% 447

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hemington Wealth Management's NRG Position: Q3 2025 in Review

Hemington Wealth Management increased its NRG Energy (NRG) stake by 3.4% in Q3 2025, buying an estimated $2.18K and bringing the position to 428 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #293.

Hemington Wealth Management first reported a position in NRG in Q3 2024 and has held it in 5 quarters since. 1,046 funds tracked by Wall St. Rank hold NRG as of Q3 2025.

  • Hemington Wealth Management held 428 shares of NRG Energy worth $69K as of Q3 2025.
  • Hemington Wealth Management bought 14 NRG Energy shares in Q3 2025, an estimated $2.18K.
  • NRG Energy made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #293 holding.
  • Hemington Wealth Management first reported a position in NRG Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,046 funds tracked by Wall St. Rank held NRG Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.