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International Private Wealth Advisors’s NRG Energy NRG Stock Holding History

International Private 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
2025
Q2 		– Sell
-3,220
Closed -$307K – 177
2025
Q1 		$307K Sell
3,220
-523
-14% -$52.9K 0.29% 101
2024
Q4 		$338K Buy
3,743
+19
+0.5% +$1.76K 0.34% 83
2024
Q3 		$339K Sell
3,724
-193
-5% -$15.4K 0.5% 63
2024
Q2 		$305K Sell
3,917
-3,583
-48% -$278K 0.51% 67
2024
Q1 		$508K Buy
7,500
+3,377
+82% +$189K 0.98% 19
2023
Q4 		$213K Buy
+4,123
New +$186K 0.21% 89

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

International Private Wealth Advisors's NRG Position: Q2 2025 in Review

International Private Wealth Advisors sold out of NRG Energy (NRG) in Q2 2025, closing a stake of 3,220 shares — an estimated $307K sold.

International Private Wealth Advisors first reported a position in NRG in Q4 2023 and held it in 6 quarters. The position peaked at $508K in Q1 2024. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

  • International Private Wealth Advisors reported no remaining NRG Energy position as of Q2 2025 after selling out during the quarter.
  • International Private Wealth Advisors sold 3,220 NRG Energy shares in Q2 2025, an estimated $307K.
  • International Private Wealth Advisors first reported a position in NRG Energy in Q4 2023 and held it in 6 quarters.
  • International Private Wealth Advisors's NRG Energy position peaked at $508K in Q1 2024.
  • 1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on International Private Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.