HIA
NRG icon

HFM Investment Advisors’s NRG Energy NRG Stock Holding History

HFM Investment 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 		$2.34K Buy
16
+5
+45% +$720 ﹤0.01% 395
2026
Q1 		$1.61K Hold
11
– – ﹤0.01% 269
2025
Q4 		$1.75K Sell
11
-2
-15% -$331 ﹤0.01% 319
2025
Q3 		$2.1K Sell
13
-2
-13% -$312 ﹤0.01% 183
2025
Q2 		$2.41K Buy
15
+10
+200% +$1.32K ﹤0.01% 159
2025
Q1 		$478 Buy
+5
New +$506 ﹤0.01% 303

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

HFM Investment Advisors's NRG Position: Q2 2026 in Review

HFM Investment Advisors increased its NRG Energy (NRG) stake by 45% in Q2 2026, buying an estimated $720 and bringing the position to 16 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

HFM Investment Advisors first reported a position in NRG in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.41K in Q2 2025. 1,018 funds tracked by Wall St. Rank hold NRG as of Q2 2026.

  • HFM Investment Advisors held 16 shares of NRG Energy worth $2.34K as of Q2 2026.
  • HFM Investment Advisors bought 5 NRG Energy shares in Q2 2026, an estimated $720.
  • NRG Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • HFM Investment Advisors first reported a position in NRG Energy in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's NRG Energy position peaked at $2.41K in Q2 2025.
  • 1,018 funds tracked by Wall St. Rank held NRG Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.